Tim Flatley - Financial Services
Tim is President and founder of Sterling Investment Advisors, Ltd., and has 25 years of experience in the financial services industry.
Sterling Investment Advisors, Ltd.
, provides investment advising to corporations, high-net-worth individuals, endowments and qualified plans.
Their client list includes many prominent corporations and entrepreneurs.
Sterling has been named to the "Philadelphia 100" as one of the fastest growing companies in the Philadelphia region.
Sterling acquired Preswick Capital Management in January of 2007.
Tim's responsibilities include investment analysis, executive compensation plans, portfolio risk management and quantitative portfolio reporting.
In addition to having a Series 7 license, Tim is also a General Securities Principal (series 24) and a Registered Options Principal (Series 4, held by only 2.4% of brokers in the US).
He has completed advanced training in technical analysis and is also a Chartered Financial Consultant.
has co-founded two financial service companies that presently oversee $700 million of investment assets.
Tim was a founding member of Robin Hood Ventures, and has served as President of the Board of Directors of RHV.
In 2005, Tim was elected to the Board of Directors of Alliance Bank, NASDAQ symbol ALLB.
He serves on their Forward Planning Committee and their Compensation Committee.
wife Kathy, have four children and live in Berwyn, PA.
He is a member of Waynesborough Country Club and the Patrons Foundation of Philadelphia.