We are pleased to welcome Tim Katusha to Saratoga Financial Services as a Wealth Advisor!
Tim brings more than 25 years of experience in the financial markets and will be working closely with Bob and the rest of SFS to help clients with financial planning and investment decisions.
Over the course of his career, Tim has worked in the investment planning industry with leading firms, gaining experience across equities, fixed income, and alternative investments. He also spent several years working with portfolio managers and hedge funds to analyze portfolios and better understand the money management process. During his career, Tim spent significant time working in New York and Chicago, where he worked alongside investment professionals across the industry including Oppenheimer Funds, Legg Mason & Macquarie.
This experience has given Tim a deep understanding of market cycles, portfolio construction, and investment planning. He enjoys helping clients make sense of the markets and focus on their long-term financial goals.
At Saratoga Financial Services, Tim will work with clients on:
- Financial planning designed with a goal to support long-term goals
- Portfolio construction and planning investments for income and growth goals
- Clear communication and client education around market events
- Building long-term relationships with clients and their families
Tim holds a Bachelor’s degree in Finance from St. Bonaventure University. His experience in both investment planning and research provides a disciplined perspective when working with client portfolios.