TILLER PRIVATE WEALTH - Key Persons
Job Titles:
- Portfolio Operations Manager
Chris joined Tiller Private Wealth in 2019, bringing to the firm 14 years of experience in portfolio management and advanced trading.
Chris enjoys spending free time with his family. When he's not rooting for his son's soccer team, he is an avid supporter of Liverpool Football Club.
Courtney joined TillerPW in 2021. She acts as administrator for all internal systems. She is also responsible for coordination of alternative investment purchases.
Courtney is an effective liaison with our Institutional custodial providers. Her background as a project manager and systems administrator makes her ideal to support our Advisors on a variety of special projects.
Jim joined TillerPW in early 2007 after an extensive institutional trading and financial planning career working for Bank of New York as an Institutional Portfolio Transitions Manager and as a NYSE Manager for Charles Schwab & Co.
Job Titles:
- CEO
- Chief Operations Officer
- Partner
Based in the Orlando, Florida office, John leads the strategic vision of the firm. In addition to his work as a Senior Wealth Manager, John is the architect of Tiller Private Wealth's alternative investment program and partners closely with Tiller's other professionals to develop personalized client solutions.
Passionate about ever improving the client experience, John oversees Tiller's operational & technology initiatives. A graduate of Cornell University (BS Economics), John joined the firm in 2001 after first working in Boston for John Hancock, and later as CFO of a successful private firm.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Senior Wealth Manager
Justin Clark began as a licensed financial professional back in 2007 with Wachovia Bank and Securities. He steadily expanded his financial expertise as a licensed banker advising on the best banking, borrowing, and investing strategies for clients.
Before joining Tiller Private Wealth in 2023, Justin was an independent Financial Advisor with Evolution Financial Group, based in Media, PA.
Justin's key initiatives are creating and implementing client financial roadmaps, developing business partnerships with external professionals, and enhancing the client experience.
Justin is a CERTIFIED FINANCIAL PLANNER™, holds a BS (Management) from the University of Massachusetts, and has a Life Insurance Producer's license.
Justin resides in Phoenixville, PA with his wife Lauren and 3 children. He enjoys staying active with his family in the community, coaching football and baseball, hiking, checking off the next home improvement project and playing golf.
Linda Yeager - Chief Compliance Officer
Linda serves as Chief Compliance Officer for Tiller Private Wealth. She also works with our clients as a wealth manager, and works in conjunction with Jim Beenders to develop and implement our clients' Financial Roadmaps. She is a member of our Investment Management Committee and is integral to our strategic portfolio investment implementation and trading functions.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Senior Wealth Manager
Matt joined Tiller Private Wealth in 2020, coming to us from Charles Schwab & Co.
Based in Pennsylvania, Matt works with a select number of the firm's high net worth clients to ensure that their overall financial and lifestyle needs are optimized. This includes developing fluid client financial roadmaps, structuring their investment portfolios with tax optimization as a priority, and working with their business goals, estate plans, and retirement plans as needed. He is also involved with business development within the firm, working closely with the firm's partners to strengthen and grow the business. Matt is a member of our Investment Committee.
Matt is a CERTIFIED FINANCIAL PLANNER™ and holds the Master Planner Advanced Studies (MPAS®) designation, which is only granted to Wealth Managers who hold a Master's Degree in Personal Financial Planning. Additionally, he holds the Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) designations from the College for Financial Planning.
Matt holds a BS (Biology) Degree from the University of Florida and an MS Degree in Personal Financial Planning from the College for Financial Planning.
Matt enjoys traveling with friends and does so whenever the opportunity arises. Matt is also an avid boater and frequents the NJ and DE bays, as well as, Lake George, NY and Lake Wallenpaupack. Some of Matt's favorite places include the Exuma Cays in the Bahamas and Santorini in the Greek Islands. Matt also enjoys spending time at the beach and splits his time between Ocean City, NJ and Long Beach Island. In the Fall, Matt is likely visiting family in Florida and attending Gator football games.
Job Titles:
- Accounting and Operations Specialist
Job Titles:
- Client Communications Specialist
Reagan has been with TillerPW since 2019. She leads the firm's internal and external communication efforts and strategy. Additionally, she assists with the creation of presentations, organizes client events, and spearheads various projects to enhance our clients' overall experience at the firm. Reagan also assists our Advisors in scheduling client meetings.
Reagan received a BS (Communications) degree from Kutztown University in 2018.
Victoria joined TillerPW in 2023. She coordinates all facets of integrating new clients to the firm and manages all documents related to onboarding new clients and serving existing clients.
Victoria is an effective liaison with our Institutional custodial providers, overseeing all client documents and activities. Additionally, Victoria works closely with our Advisors on a variety of special projects.
Prior to working at TillerPW, Victoria worked as a Relationship Banker for Santander Bank. Before that, Victoria was in the U.S. Navy as a Master at Arms.
Victoria has a BA in American History with a minor in Political Science from Cedar Crest College.
Victoria enjoys spending time with her husband, two children, and her cat and Bearded Dragon. Favorite hobbies include reading, drinking coffee, and hunting down different Harry Potter themed locations.