Timothy Croak

Timothy Croak is the current Managing Director at UBS Founders Group, where they advise individuals and families on pre and post-transaction wealth planning, drawing on over 35 years of experience in Private Wealth Management. Previously, Timothy held roles as Vice President at Merrill Lynch and Morgan Stanley, and as Director at Credit Suisse. Timothy is actively involved in philanthropic efforts with organizations such as City Harvest and Catholic Relief Services and serves on the board of trustees for the George Jackson Academy, where they also teach Latin. They are a long-time fan of the San Antonio Spurs. Timothy is pursuing a degree in History at Wake Forest University.