In his hybrid role as an Investment Specialist and Client Service Manager, Tim Burford works closely with the team’s Portfolio Strategist to research, model, and implement investment ideas and monitor cash flows and asset allocation. At the same time, he works on more than a dozen client relationships, ensuring each of his clients receive the ‘Raving Fan’ service they deserve.
Tim joined Moneta in 2019 after graduating a semester early from the University of Missouri with a bachelor’s degree in Finance and Banking. He has completed Level 1 of the CFA curriculum.
Born and raised in St. Louis and loyal to his hometown, Tim enjoys cheering on the St. Louis Blues, St. Louis Cardinals, and now, St. Louis City SC.
