Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
Timothy Burford
Investment Specialist & Client Service Manager
CFA
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. Tim is a CFA Charterholder, a member of the CFA Institute and the CFA Society of St. Louis.
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.
- CFA® Charterholder
- CFA Society of St. Louis, Member
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