J. Pierce Timko Portfolio Manager – Florida Region
Experience
My career began with an internship as a Junior Analyst at a hedge fund. After graduating, I was hired by Charles Schwab where I worked on the service team that actually supported DVI. Knowing that my passion was in helping clients directly, I made the move to Schwab Private Client where I was soon promoted as the youngest Senior Portfolio Consultant in the country. Finally in 2016, I joined DVI as the Portfolio Manager in their Winter Park, Florida office where I continue to help clients achieve their financial goals.
Credentials
Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA)
Education
Bachelor of Science in Finance from Stetson University, Roland George Investment Program; graduated magna cum laude, 2007 RISE Symposium Nation Champions for Fixed Income Portfolio.
Tell us about your career journey and what led you to choose DVI:
I always had a passion for investments and helping people which led me to my first job out of college working on the Schwab Advisor Service team that supported DVI. The more I learned about DVI, the more impressed I was. As fate would have it, an opening for a Portfolio Manager became available 6 years later in the Winter Park office just 5 miles down the road, so I jumped at the opportunity.
What is your favorite thing about DVI?
The best part is being able to use my passion for investments and investment research to help people reach their goals.
What do you enjoy doing in your free time?
I enjoy spending time at Disney with my family, going to the beach, and cheering on the Tampa Bay Bucs.
