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Liam Timmons, MBA,CFP®
President
Liam Timmons is the president and founder of Timmons Wealth Management. Driven by his passion for investing and desire to positively impact the lives of his clients, Liam focuses his considerable energies on helping clients achieve their most important goals. Liam has extensive experience and expertise in the areas of investment research, portfolio management, financial planning and trading.
Liam began his career as an accountant in 2000 with Investors Bank & Trust. From 2001-2006, Liam held numerous roles in risk management at Deutsche Asset Management (Deutsche Bank) including work in the Insurance Asset Management Division and Private Wealth Groups. His tenure at Deutsche eventually culminated in his position as Assistant Vice President in the Active Fixed Income and Funds Group. Realizing his passion was working with individuals instead of large institutions, Liam left in 2006 and spent the next six years as an analyst at FinArc Investment Management where he conducted equity and multi-asset class mutual fund research. During this time, Liam honed his skills developing proprietary investment models and complex financial plans for clients. His position at FinArc eventually led to oversight over $17.6M in equity investments and $25M in mutual fund and ETF investments. In 2012, Liam left to launch Timmons Wealth Management.
Liam earned a MBA with a concentration in Asset Management from Boston College’s Carroll Graduate School of Management. He graduated first in his class with high honors and was awarded the James A. Waters Award for outstanding academic excellence. In addition, Liam was inducted into the National Business Honor Society, Beta Gamma Sigma. Prior to business school, Liam received a BA in Political Science from Boston College.
Liam is a
CERTIFIED FINANCIAL PLANNER™
as designated by the Certified Financial Planner Board of Standards. Liam completed advanced studies via Boston University's Financial Planning Program and has completed Level 1 of the Chartered Financial Analyst (CFA) exam. He also holds the Series 65 license for Registered Investment Advisor Representatives.
Liam currently serves on the Board of Directors at Highland Country Club in Attleboro, Massachusetts where Liam has been a member since 2008. Liam is also an active member of the CFA Institute, Boston Security Analyst Society, Boston College Alumni Association, United Regional Chamber of Commerce, Beta Gamma Sigma Boston Chapter and St. John the Evangelist Church. Liam and his wife Lauren, a Registered Nurse at Massachusetts General Hospital, currently reside with their daughters Mackenna and Emma in Attleboro, Massachusetts.