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Timothy Croak

Managing Director - Private Wealth Management at UBS

Timothy Croak is the current Managing Director at UBS Founders Group, leveraging over 35 years of experience in Private Wealth Management. He specializes in advising individuals and families on pre and post-transaction wealth planning. Founders Group focuses on advancing the personal wealth goals of founders, executives, and investors in successful businesses. They provide tailored solutions for significant liquidity events and multigenerational family wealth. Timothy is actively involved in philanthropic ventures such as City Harvest and Catholic Relief Services. He also contributes to education by teaching Latin at the George Jackson Academy and serves on its board of trustees. Additionally, he is a devoted San Antonio Spurs fan.

Timothy Croak
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Location

New York, New York, United States