Tim is the Chief Investment Officer and a Partner of Heritage Investment Group. He holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University of Chicago, and a PhD in philosophy from the University of South Florida. Tim’s career in the financial services industry began in fixed income investment banking at Smith Barney, and after earning his MBA, he was a Vice President of institutional equity sales and trading at Raymond James. As Chief Investment Officer of the firm, his duties include research, investment strategy, and wealth management. Tim lives in Tampa with his wife Jenny and their two child

Timothy Slattery
Chief Investment Officer
Heritage Investment Group
United States, Florida, Tampa
About Me
Profile Information
Chief Investment Officer
Heritage Investment Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Aug 15, 2024
Work Experience
Heritage Investment Group
Chief Investment Officer Aug 2002 - Present
Email: tslattery@heritageinvestment.com
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