Tim Kingsbury is a Veris Partner, Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. Based in the firm’s New York office, Tim is focused on helping clients meet their financial and impact goals. Prior to Veris, Tim worked for eight years at Wetherby Asset Management in San Francisco, most recently as a Senior Investment Associate. At Wetherby, Tim helped high-net-worth families, charitable organizations and institutions with financial planning and portfolio management, employing both impact and traditional investments.
Early in his career, he also held positions in research and operations at Llenroc Capital.
Tim graduated from James Madison University with a BBA in International Business – Finance Concentration and a BA in Spanish. He resides in the New York metro area.
Website: www.veriswp.com
LinkedIn: www.linkedin.com/company/veris-wealth-partners
Bluesky: bsky.app/profile/veriswp.bsky.social
