Tim Harder, CFA®, CFP®Vice President, Co-Head Of Office, West Loop - Ross & Blumenthal
Tim Harder, West Loop - Ross & Blumenthal, is responsible for investment management and strategic operations of the Dallas office, while also serving as Co-Head of Office of the Houston and San Antonio, TX offices and the Highlands Ranch, Colorado office at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
He joined what is now Goldman Sachs Personal Finance Management in 2011 and is a key resource for both wealth advisors and clients, with over 20 years of industry knowledge and experience. Prior to that time, he was the Portfolio Manager for Peak Capital Investment Services.
Tim graduated from The Wharton School of the University of Pennsylvania with concentrations in Finance and Real Estate. He has also earned Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.
Tim grew up in Iowa and spent many years in Colorado, but now makes the Dallas-Fort Worth area home. His favorite activity is attending Dallas Mavericks games with his wife, two teenage daughters, and his son.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.