Timothy C. Modesti
About
Tim joined Wealth Enhancement Group in 2025, bringing over a decade of experience from Northern Trust in New York City, where he managed $700 million in client assets. As a Vice President and Portfolio Manager, he specialized in investments for high-net-worth individuals, trusts, and foundations. Tim's core responsibilities included developing tailored asset allocation and investment strategies to meet the unique needs and objectives of each client. As a member of the Men’s Lacrosse team, Tim was a four-time Big East All-Academic Team recipient and was on the NEILA All New England Senior Scholar-Athlete Team. He currently resides in Pittsford with his wife, Marybeth. In his free time, Tim enjoys golfing, boating, traveling, and hiking.
Education
- BS - Finance, Providence College
Resources from Timothy C. Modesti
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation