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Timothy C. Mortellite

Timothy C. Mortellite

President and CEO

Timothy C. Mortellite is the President and Chief Compliance Officer of the firm. He graduated from Suffolk University, Sawyer School of Management with a degree in Business Finance, BSBA. He has been the president of TCF since 2006 and a financial advisor for over 23 years.

Tim is a Registered Financial Consultant , Accredited Investment Fiduciary, and achieved his certificate in financial planning from Kaplan University. He is a member of the Financial Services Institute, the Financial Planning Association, and is also a 2013, 2014, 2016 and 2019 Five Star Wealth Manager, as seen in Boston Magazine and the Wall Street Journal.

Tim's expertise is in the area of wealth management, retirement planning, and wealth transfer strategies.