Timothy Burford

Investment Specialist & Client Service Manager
Finerty Team
(314) 735-9124
In his hybrid role as an Investment Specialist and Client Service Manager, Tim 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 after graduating a semester early from the University of Missouri with a Bachelor’s Degree in Finance and Banking. He passed the CFA Exam Level I in 2020.

Born and raised in St. Louis and loyal to his hometown, Tim enjoys cheering on the St. Louis Blues and the St. Louis Cardinals. He is eagerly waiting for St. Louis City SC to kick off their first season in the best sports town in America.