Tim Clift

Chief Investment Officer

Tim has over 30 years of experience building and growing market-leading wealth management and fin-tech organizations. Before joining Adviser as CIO in 2022, Tim served as chief investment strategist at Envestnet Inc., a leading provider of intelligent systems for wealth management and financial wellness. At Envestnet, he had oversight of the research and portfolio management functions of the firm. He co-chaired PMC’s investment committee and was instrumental in setting investment policy and driving product innovation. Prior to joining Envestnet|PMC in 2011, Clift was the chief investment officer and chairman of the Investment Committee at FundQuest for 17 years. He is a frequent speaker at industry conferences and a regular contributor to such publications as The Wall Street Journal, Financial Advisor, Investment News, Citywire and FundFire. He was named one of the 10 most important people in ETFsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index. in 2015. Tim received an MBA in Finance from Boston University and a B.A. in Economics from Allegheny College.