Tim Daley, MBA
Partner & Director of Operations
Huntersville, NC
Tim’s first experience in the financial services industry came in high school as a part time data entry clerk as part of an advisory office in his home state of Maine. Upon graduating from college in 2008, Tim built upon that operational experience when joining Fortigent, LLC, a financial services company offering outsourced performance reporting and TAMP platform capabilities to RIAs. Over the course of ten years with the firm, Tim performed nearly every role within the operations department, providing a robust knowledge base for his move to Lifestyle Freedom in 2018 where he serves as head of our operations team.
Tim graduated from the University of Richmond, with honors, in 2008 with a degree in Accounting and Finance. He later obtained an MBA from the University of North Carolina at Charlotte with a concentration in Business Analytics in 2016.
Tim currently resides with his wife Jenna, and young son Ethan in Huntersville, NC, where they enjoy frequent trips to the various parks around Lake Norman and weekends exploring all the region has to offer.