Tim Lewinski Cfa, Cfp®

Tim Lewinski, CFA, CFP®, has over 25 years of experience in wealth and investment management. Tim began their career as a Financial Advisor at Fidelity Investments from June 1995 to March 1997. Following this, they joined Northern Trust as a Portfolio Manager from April 1997 to January 2012, and later served as a Senior Portfolio Manager from January 2012 to April 2015. Currently, Tim is the Chief Investment Officer at VeraBank, where they have been responsible for leading the investment practice since April 2015. In this role, they are involved in investment policy development, securities selection, relationship management, risk management, and driving new business.

Tim Lewinski, CFA, CFP® obtained their B.B.A. degree in Finance from Texas Tech University, where they studied from 1990 to 1994.