Director of Research/Due Diligence Officer
Timothy Witt brings to the firm over 20 years of investment experience at both broker-dealers and registered investment advisors.
Much of Tim’s career has been spent at a NYSE-member broker-dealer where his work achieved multiple awards. He built and launched that firm’s alternative investment platform, and his contribution to the alternative investment industry resulted in the firm winning the ACE (A Champion of Excellence) Award from the Alternative & Direct Investment Securities Association (ADISA). While there he also spent several years as an equity analyst and was recognized by the Wall Street Journal as an All-Star Analyst for the performance of his stock recommendations.
Tim previously worked on Capitol Hill, serving as the Legislative Director to a Member of the U.S. House of Representatives. In this role, he led the Member’s legislative staff and was the Member’s primary advisor on votes and legislative matters.
Tim has the following securities licenses: Series 7, 24, 16, 86, 87, 79, 63 and 65. Additionally, he holds a State of Michigan real estate license.