FIRM LEADERSHIP & TEAM

Founder & Managing Partner

Wealth Manager 

A CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®, Andres has over 20 years of experience advising entrepreneurs, families and businesses on a broad array of complex financial advisory matters. Prior to founding Legacy Wealth Investment Counsel, Andres served as a Managing Director and Senior Wealth Advisor with Baker Tilly, a leading global tax and advisory firm. As a Senior Advisor with the firm’s Private Wealth Practice, Andres led wealth advisory efforts across the Orange County and Los Angeles markets and served on the firm's Financial Planning Committee, where he specialized in developing tax-efficient wealth strategies for high net-worth families and closely-held businesses. His work centered on delivering fully integrated wealth management solutions through a multi-family office approach, focusing on investment management, tax and estate planning, business succession, lending advisory and multigenerational wealth planning. During his tenure, the firm’s Wealth Management Group was recognized as one of Accounting Today’s “Billion-Dollar Wealth Magnets,” an honor awarded to the nation’s top CPA-affiliated wealth advisors with more than $1 billion in assets under management.  Before joining Baker Tilly, Andres built a long-standing career advising affluent clients at several leading financial institutions, including Morgan Stanley and Charles Schwab. Prior to his career in private wealth, Andres worked as an investment banker with Madison Street Capital and Houlihan Smith, where he advised middle market businesses on debt and equity capital raises and mergers and acquisitions.

Andres is a graduate of the Wealth Management Executive Program at the Yale School of Management and holds an MBA from the University of Illinois at Urbana-Champaign. He completed postgraduate studies in Finance at the University of Chicago and earned dual Bachelor Degrees in Economics and Philosophy from Loyola University Chicago. He also completed the Personal Financial Planning Program at UCLA. Earlier in his career, Andres attended the United States Naval Academy Prep School in Newport, Rhode Island, receiving a U.S. congressional nomination from the Honorable Ronald D. Coleman. Andres holds FINRA Series 7 and 66 securities licenses, as well as Life, Health, and Variable Annuity insurance licenses (CA #0I84082). 

Investment Strategy Partner 

Outsourced Chief Investment Officer (OCIO)

Based in Philadelphia, Tim works with Legacy Wealth Investment Counsel as an Outsourced Chief Investment Officer where he helps drive the firm's investment strategy and asset allocation decisions. Tim also provides guidance on macroeconomic and market-related developments and expertise on global public equity markets. Currently the Chief Investment Officer at Orion, Tim was previously the Global Investment Strategist for Brinker Capital and was named Chief Investment Officer at Orion following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. 

Tim holds a Bachelor of Arts in Political Science from Drew University. Additionally, he holds a FINRA Series 65 securities license, the Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Philadelphia. Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and the Financial Times.

Chief Operations Officer

A co-founder of Portside Wealth Group, Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years.

Will holds a Bachelor Degree in International Relations from BYU. Additionally, Will is a FINRA Series 66 licensed financial professional, and also holds the PMP (Project Management Professional)® designation

Private Wealth Analyst 

 Isabella serves as an intern on our wealth advisory team, where she supports the firm’s business development initiatives and contributes to strategic growth projects. She is also actively engaged in the Bellwether Asset Management Women’s Mentorship Program and is a member of the USC Marshall Real Estate Finance Association.

Isabella is a senior at the University of Southern California, pursuing a Bachelor of Science in Real Estate Development and Business Finance at the USC Sol Price School of Public Policy.