SFP Wealth
Tim Over is an experienced finance professional with a strong background in portfolio management and investment research. Currently serving as a Portfolio Manager at SFP Wealth since June 2023, Tim previously held the position of Associate Director of Research at Eolas Capital from November 2021 to June 2023. Starting their career at SFP Wealth as a Portfolio Analyst from August 2017 to November 2021, Tim was responsible for investment analysis, portfolio reviews, and trading. Tim also gained valuable experience as an Investments Intern, where responsibilities included tracking fund performance and enhancing investment research capabilities. Tim holds a Master of Science in Finance, specializing in Quantitative Finance, from Bentley University and a Bachelor of Science in Economics and Finance from the same institution.
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SFP Wealth
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page