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Timothy Bartolett
Firm: GraystoneConsulting

As the Institutional Consulting Relationship Manager for The Robertson Group at Graystone Consulting, Timothy acts as a liaison between his clients, vendors, and employees to help deliver a best in class experience to the plan committees and participants they diligently serve. In addition to his role as a Relationship Manager, he supports their business development efforts and implementation of their participant education service, Morgan Stanley Financial Wellness. The Robertson Group is an institutional consulting team that focuses on large market corporate retirement plans (DC,DB,CB & NQ) with a focus on manufacturers and professional practices. We can provide your organization with a number of services ranging from fiduciary support for plan sponsors, independent investment management, fee benchmarking and comprehensive financial wellness programs. Our institutional investment management capabilities extend through to corporate and non-profit foundations & endowments.

Past Events

Navigating a Fee Focused Environment Tech Session Webinar
Teleconference Event
Nov 16, 2023