Tim Clift

Tim Clift has over 30 years of work experience in the wealth management and financial wellness industry. Tim is currently serving as the Chief Investment Officer at Adviser, a full-service wealth management firm with a large client base and significant assets under management. Prior to this, they held the position of Chief Investment Strategist at Envestnet, Inc., where they worked for over a decade. Before joining Envestnet, they served as the Chief Investment Officer at FundQuest, where they were responsible for the firm's investment management programs and led a team of analysts and portfolio managers. Tim Clift began their career at Donaldson, Lufkin & Jenrette, where they worked as a Vice President.

Tim Clift holds an MBA in Finance from Questrom School of Business, Boston University. Tim completed their Master of Business Administration degree, but the exact years of attendance are not specified. Prior to pursuing their MBA, they obtained a Bachelor of Arts degree in Economics from Allegheny College, where they studied from 1986 to 1990. Additionally, Tim Clift has obtained two certifications: a Certificate in ESG Investing from the CFA Institute in October 2021 and a certification in "How to Use LinkedIn Learning" from LinkedIn in July 2021.