Tim joined Novem Group in January 2019 as the Director of Asset Management and holds the FINRA Series 65 license. He is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). After completing his undergraduate degree, he obtained a Top Secret security clearance and worked at the Department of Defense as a Contracting Officer. He moved to the private sector in 2015 and joined Deloitte Consulting, LLP, as a Senior Consultant supporting government agencies across the Intelligence Community. These opportunities helped build both a skill set and a deep passion for designing business strategies that overcome core challenges and create value for all stakeholders, which are now being applied at Novem Group to drive growth and innovation across the business.
Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen, who recently received her J.D. from the Washington College of Law at American University.
Stephen joined Novem Group in 2018 and has eight years of experience working in the financial services industry. As Portfolio Manager, Stephen oversees the investment team and provides research and analytical services to advisors. Stephen focuses on identifying and developing investment strategies to help Novem clients achieve their financial goals.
Stephen received his B.A. in Financial Economics from the University of Rochester, and holds Series 7, 63, and 66 securities licenses. Stephen is a CFA Level III Candidate.
Stephen and his wife Nicole live in Penfield with their dog Bo. In his free time, he enjoys golfing, hiking, and traveling.
Dan joined Novem Group as an intern in the summer of 2022. He is currently attending St. John Fisher University, finishing up his degree for a B.S. in Finance. In his role as investment assistant, Dan helps the investment team with everyday operations, and providing background research and analysis. He has also worked at the Penfield Wegmans for over 5 years, typically at the customer service desk. Dan currently lives in Fairport, where he has resided his whole life. He follows many different sports leagues with favorite teams all over the map including the Green Bay Packers, Los Angeles Dodgers, and Syracuse football and basketball. In his free time he enjoys golfing, and spending time with family and friends.
Jeff joined Novem Group in March 2021. With more than 40 years of experience, Jeff manages client portfolios and develops and implements fixed income strategies. An avid golfer, Jeff and his wife Kathy are longtime residents of Penfield, NY.