Timothy J Burgess, CFA

Founder & CEO at WealthAgile

Timothy J Burgess, CFA is the Founder & CEO of WealthAgile Inc., a Smart, AI powered, Crypto Portfolio Manage Application. Prior to this, Timothy served as a Portfolio Manager and Chief Strategist at Spartan Fund Management, focusing on listed North American equities. Timothy J also has extensive experience in Institutional Equity Sales at companies such as Haywood Securities and Pacific International Securities. Timothy holds an MBA from the University of Toronto - Rotman School of Management and has a background in Economics and Biology from the University of Guelph.

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Timeline

  • Founder & CEO

    July, 2020 - present