Timothy Back, CFA, CAIA, is currently the Director of External Manager Research at Bartlett Wealth Management. Previously, they served as the Director of Investment Research at Yellow Cardinal Advisory Group and held various roles at Great American Advisors, Inc., including Financial Analyst and Securities Trader. Timothy began their professional journey in the Office of the President and CEO at American Financial Group, where they assisted in accounts management and conducted detailed research. They earned a BBA in Finance from the University of Cincinnati and an MBA in Finance from Xavier University.
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