MARK WYAND, CFA
Mark grew up in Rochester, NY and studied Finance at Villanova University outside of Philadelphia, PA. After graduating with a B.S. in Finance in 2007 he spent four years in New York working for Goldman Sachs.
With a desire to be closer to family, Mark moved back to Rochester in late 2011 to work with his father as an advisor with Council Rock Wealth Advisory Group, an Ameriprise Financial franchise. He focused on servicing clients as well as building the team’s discretionary portfolio platform. In 2015 he earned his CFA designation, and in the fall of 2016 he launched Layline Advisors. Outside of work, Mark enjoys spending time with friends and family, discovering new music, and spending weekends in the Adirondacks.
TIM WYAND, CSRICTM
Tim grew up in Rochester, NY and studied Economics at SUNY Fredonia. After graduating in 2004, Tim spent nine years in New York City working in wealth management roles from support to advisor positions for Bear Stearns and then Citigroup.
In September of 2013, Tim moved to Tanzania and spent the two years working with several impact investors in East Africa. In 2015, he joined the UN’s Principles for Responsible Investment in London, working with global asset owners to promote responsible investment practices. Tim joined Layline Advisors in early 2018. To further his role in promoting sustainable, responsible and impact (SRI) investing practices and how environmental, social, and governance (ESG) factors are utilized in SRI portfolio construction, Tim was among the first 10 individuals in the country to obtain the Chartered SRI CounselorTM designation in 2018 from the College for Financial Planning. Outside of work, Tim and his wife Chloe can be found hiking, camping, and enjoying the outdoors.
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