Timothy Lavino, CFA
Corporate Vice President, Wealth Management – Product Positioning
NYLIFE Securities / Eagle Strategies LLC
Hoboken, New Jersey
Seasoned investment professional possessing an entrepreneurial spirit inside of a Fortune 100 company. Currently cultivating relationships with over 250 advisors primarily in the Mid-West region in an effort to mitigate the noise of macroeconomic events and financial markets and design portfolios that meet the long-term expectations of affluent clients. Timothy is a proven leader that has been selected from his peer group several times over the course of his young career to consult with senior leadership on strategy, lead training efforts internally and externally, and design work streams. Tim assisted in growing RIA business by over $4b in 5 short years which represented over a 200% growth rate. His diligence and untiring desire permitted him to complete the CFA curriculum in slightly over 18 months while also exceeding expectations in his primary job responsibilities.
Although his technical skills have enabled Tim to become the “go to guy” in each of his roles with Eagle Strategies, Tim is interested in opportunities to further broaden his experience in the investment industry through new challenges that allow him to think more strategically and create a plan of action in a corporate role. Research or product opportunities are preferred.
Tim has a strong desire to assist others in his professional and personal life. He has spent countless hours in training and responding to emergencies as a volunteer firefighter as well as completing service projects for his community. These experiences have made Tim a decisive leader who is able to make swift decisions in a responsible manner.
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Lavino, Timothy [MC2008]
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