Tim Gerlach
Portfolio Manager
202-979-9664
tgerlach@novemgroup.com
Affiliations & Disclosures ***
Tim joined Novem Group in January 2019 and serves as the Portfolio Manager. He supervises the firm’s investment research and portfolio management team and is responsible for overseeing all daily investment management decisions. He holds the FINRA Series 65 license and is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). He is also currently a candidate in the CFA program.
Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen.
Robert Wilson
Paraplanner
585-348-9545
rwilson@novemgroup.com
Rob Joined Novem Group in Rochester at the end of 2022 as a Paraplanner, providing Administrative Support to advisors while also spearheading integration of the robust technology suite provided to Novem Group clients. Rob graduated from the State University of New York at Oswego with a bachelor’s degree majoring in both Business Administration and Risk Management & Insurance. He enjoys playing and watching sports (mainly soccer), and stays active with exercise, fishing, and cooking. Rob loves to attend EDM, rock, and other live music events in Western NY, as well as heading back to Binghampton to visit family and friends. In the near future, Rob’s goal is to begin travelling internationally.