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Girard

Investment Research and Strategy Team

Leadership

PLANNING & ADVISORY SERVICES

Tim Chubb headshotTimothy S. Chubb2
Senior Vice President and Chief Investment Officer
Girard Advisory Services, LLC

Contact Timothy Chubb

As chief investment officer, Tim oversees the firm’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy, and continues to be a trusted resource for clients planning their long-term financial goals. Previously, Tim worked at SEI Investments and Diversified Financial Group, LLC. Tim is a graduate of West Chester University with a Bachelor of Science in finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia. In 2018, Tim earned a coveted spot on the Philadelphia Business Journal’s 40 Under 40 list. Each year this list recognizes 40 people, under the age of 40, for their professional accomplishments and community involvement. In his spare time, you can find Tim testing his patience on the golf course or cheering the Flyers and Eagles to victory. Tim and his wife live in West Chester, PA.


Team

PENSION SERVICES

Nicole KatzNicole Katz3,4,5
Investment Support Specialist
Girard Pension Services, LLC

Contact Nicole Katz

Detailed oriented and a true team player, Nicole provides crucial support to senior investment advisors and creates comprehensive quarterly reports to track overall performance. Prior to joining Girard, Nicole worked as an APU processor. She earned her bachelor's degree in business administration from Kutztown University, and her master's from Widener University. In her downtime, Nicole enjoys spending time with family and friends.


Barry KeckBarry Keck3,4,5
Senior Vice President and Senior Investment Analyst
Girard Pension Services, LLC

Contact Barry Keck

As an investment analyst and portfolio manager with excellent critical thinking skills, Barry uses his 22 years in the financial services industry to provide his clients support with mutual fund analysis, risk management and asset allocation. Prior to his role as senior investment analyst at Girard, Barry worked as a chief investment analyst and portfolio manager at Trollinger Consulting Group. He earned his bachelor's degree in computer science from DeSales University, and later on, his master's degree in finance. Barry currently holds FINRA Series 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses. Outside of work, Barry enjoys playing golf, cheering on Philadelphia sports teams and spending time with his spouse.


PLANNING & ADVISORY SERVICES

thomas kozior headshotThomas Kozior2,3,5
Wealth Advisor Associate
Girard Advisory Services, LLC

Contact Thomas Kozior

As a wealth advisor associate, Thomas uses his attention to detail and strong analytical skills to assist with the firm’s sales, servicing and portfolio management efforts. Prior to joining Girard, Thomas worked at Forensic Economics, a firm specializing in securities litigation. He earned his bachelor’s degree in applied economics from Ursinus College and his master’s degree in finance from the University of Rochester. When he’s not helping clients with their financial goals, Thomas enjoys playing the guitar and golfing. He is also a devoted Philadelphia Eagles fan. He currently resides in Holland, PA.



Nate Rosenberg headshotNate Rosenberg2,5
Vice President and Investment Strategist
Girard Advisory Services, LLC

Contact Nate Rosenberg

Diligent and analytical, Nate brings meticulous attention to detail to role as investment strategist. He’s dedicated to his clients and helps ensure proper plans are in place so they can achieve their financial goals. Prior to joining Girard, Nate worked as a consultant at Clermont Partners in Chicago. He earned his bachelor’s degree in finance from Indiana University of Pennsylvania and holds FINRA Series 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses. In addition, Nate passed Level I of the CFA Program. Outside of the office, he enjoys snowboarding, traveling and trying new cuisines. Nate currently resides in Philadelphia, PA.



5) Learn more about this financial professional’s background at FINRA's BrokerCheck.