Tim Forest

Tim Forest is a seasoned professional with extensive experience in strategy and analytics within the financial services sector. Currently serving as Vice President of Strategy and Analytics at Mercer Advisors since April 2020, Tim manages business intelligence and strategic initiatives. Prior roles include Managing Director at DeVoe & Company, where Tim consulted for the wealth management industry, and Founder and President of Resolved Consulting, LLC, focusing on financial services consulting. Tim has also held significant positions at Charles Schwab, including Managing Director of Advisor Services, where contributions included developing practice management resources and authoring the influential RIA Benchmarking Study. Earlier experience includes strategic consulting at McKinsey & Company. Tim holds an MBA from Stanford University and a BA in Mathematical Economics from Pomona College.