Tim White

Managing Partner

Tim is a sought after public speaker and contributor to Bloomberg News, Thomson Reuters, the Wall Street Journal, Forbes and others. Tim and his team are active in finding top-talent with: C- Suite & Executive Leadership, Research, Fund and Asset Management, Operations and Technology, Legal and Compliance, Institutional Consulting, Asset Management, Operations and Compliance, and UHNW Advisor and RIA M&A. In addition, Tim has served as an Expert Witness in FINRA and SEC arbitrations.

Tim has spoken for or consulted with the biggest brands in wealth management including, Deutsche Bank, Morgan Stanley PWM, RSM, Dynasty Financial Partners, Pershing, Focus Financial and many more. He’s has appeared on Fox Business News with Neil Cavuto and MSNBC.

Most importantly, Tim serves as a strategic partner for his clients and candidates. He provides the thought leadership and methodology to help you make your life and your business thrive, by showing you how to best leverage information, time, technology and existing resources. Through conference calls, confidential introductions, and other tools, Tim is dedicated to helping you grow your brand and to getting you to that next level, no matter where you are in the process right now.

Tim lives North Texas. His better half is Monica. He has four children, three dogs, a dozen chickens and a huge vegetable garden. Tim enjoys his family, competitive sailing, non-competitive golf, DIY projects, and good food. He is active with Crossroads Church, the Princeton Alumni Association, Friends of Princeton Football, the USGA, and the Kaye/Bassman Foundation.

  • Wealth Management