TimeCapital Investor Advisory Services Inc

Keith Butler is a CFA® charterholder with 10 years of industry experience. He is currently with TimeCapital Investor Advisory Services Inc and previously worked at Deutsche Bank and Barclays Capital Inc. TimeCapital Investor Advisory Services Inc primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through separately managed accounts, a wrap-fee program, and access to private investment funds, using a combination of top-down asset allocation and bottom-up security selection.

Joseph Stein is a financial advisor with TimeCapital Investor Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at TimeCapital Securities Corporation since 1993. Outside of advisory services, he sells individual and group insurance and insurance-related products through his own business. TimeCapital serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm offers portfolio management through separately managed accounts using a combination of top-down asset allocation and bottom-up security selection, implemented via actively managed model portfolios and multiple solution offerings.

Alex Rohman is a financial advisor with TimeCapital Investor Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Timecapital Securities Corporation since 2002 and serves as President and Money Manager at TimeCapital Investor Advisory Services Inc since 2010. TimeCapital primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through separately managed accounts with a combination of top-down asset allocation and bottom-up security selection, utilizing a range of actively managed model portfolios and solution offerings.

Kerry Rothemich is a financial advisor at TimeCapital Investor Advisory Services Inc with seven years of industry experience. He holds Series 63 and Series 65 licenses and has a background in accounting and law, having operated Kerry F. Rothemich CPA, PC since 2024 and previously worked at Marsicovetere & Colavecchio, LLP and as an attorney. TimeCapital serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management through actively managed model portfolios and a wrap-fee program, combining top-down asset allocation with bottom-up security selection.