Sapers & Wallack
Our Team
Principals
Senior Management Team
Tim Pitney
Timothy Pitney, Vice President, Investment Advisory, is responsible for managing the three business units that comprise our Investment Advisory services: Qualified Retirement Plan Advisory, Wealth Management and Financial Planning. Tim Pitney held a variety of roles over 12 years at Fidelity Investments in client service, product development, and sales. Most recently he was Senior Vice President, National Sales Manager for Fidelity Pension Advantage, concentrating on all U.S. institutional retirement plans with $25 million to $1 billion in assets. Prior to Fidelity, Tim Pitney served as a Pension Analyst and Benefits Consultant with Bank of Boston where he was the project manager for all phases of M&A activities relative to group insurance plans. He began his career with Coopers & Lybrand as an Actuarial Consultant, and as a Marketing Representative with John Hancock. Tim Pitney has his B.S. in Mathematics from University of Massachusetts and a Masters in Finance from Clark University. He has appeared in a number of speaking engagements and panel discussions at client and industry conferences and has contributed as a guest lecturer at local universities.