President
CurrentTimothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Institutional where he led the development and marketing of practice management resources for independent advisors, including an award-winning suite of business succession, financing and M & A services, along with the industry’s leading platform for referral marketing While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Event content development.Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is the author of a number of industry white papers and articles and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA) serving in a leadership role on a number of task forces, committees and most recently as an elected member of the National Board of Directors.
