Tim is a +30 year veteran in the private wealth management industry.  He is dedicated to providing his clients with customized wealth planning and investment management.  Tim works with a wide range of clients who have one common focus: the desire to map out a plan that will help them reach their long-term financial goals.  Working closely with his Forté colleagues and his clients' external advisors, he provides thoughtful investment wealth management solutions that ingegrate his clients' investments, philanthropic, estate and tax planning objectives.

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Prior to joining Forté Asset Management, Tim was a Vice President in the Private Client Services division at Credit Suisse First Boston (CSFB) where he provided comprehensive wealth management solutions for individuals, families and institutional clients.  Previously, he was with Donaldson, Lufkin & Jenrette (DLJ), the predecessor to CSFB.  Tim received his Bachelor's degree in Economics with an emphasis in Finance from Hamilton College.

Loriann joined Forté Asset Management as a registered investment advisor in 2022.  She also provides compliance consultation to the firm focusing on legal policies and procedures.  In this capacity, Loriann assists in protecting clients and ensuring their best interests are met by recognizing conflicts of interest and supervising legal compliance in an ever-changing and evolving regulatory enviroment.

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Prior to joining the firm, Loriann worked as an Attorney at Covey, Roberts & Carmody-Roberts, LLC. Previously, she worked for Donaldson, Lufkin & Jenrette (DLJ) as an equity sales trader.  Loriann received a B.A. degree from Boston University and a J.D. from Pace Law School.  She is a licensed attorney in New York and is a member of the NYSBA and WWBA.