Timothy J. Vos, CIMA, AIFA
Director of Research
Tim started his career in the engineer consulting industry originating several international patents for the marine and offshore oil industry. He entered the securities industry in 1985, joining Paine Webber where he met Jim Monroe. In January 1988, Jim and Tim became partners at Paine Webber. Their partnership thrived and they were recruited by Prudential Securities in 1992. In 1994, they left Prudential Securities to form Monroe Vos. His primary responsibilities are consulting to our clients and as Director of Research he manages asset allocation and optimization, the manager search process and performance measurement.
Tim received his education in mechanical engineering from Calvin University and earned the designation of Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association (IMCA) taught at the Wharton School at the University of Pennsylvania in 1989. In 2003, Tim earned the ACCREDITED INVESTMENT FIDUCIARY ANALYST® (or AIFA®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and certifies him to conduct investment fiduciary audits and/or reviews.
Tim is a member of Investment Management Consultants Association (IMCA) where he has served in speaking engagements as well as projects including developing the bibliography for the Certified Investment Management Analyst (CIMA®) program. Tim is also a past member of the Advisory Board for Morningstar®.
Years of Experience: 33