Tim Sallade

Tim Sallade brings more than two decades of wealth management experience and a strong commitment to fiduciary excellence in every client relationship. He was the Chief Investment Officer at Lake Tahoe Wealth Management for 10 years, where he led the firm’s Investment Committee and oversaw portfolio management, disciplined rebalancing, and objective, value-based financial guidance.  

Tim was introduced to factor‑based investment strategies while serving as a student portfolio manager for the Cayuga Fund at Cornell University’s Johnson School, where he earned his MBA with distinction in 2002. His experience includes managing concentrated equity positions, optimizing corporate benefits, tax‑efficient investing, cash flow planning, and retirement plan strategy development. Tim’s approach is grounded in rigorous research, disciplined analysis, and continuous engagement with industry developments. He is an active member of the CFA Society of Orlando and previously served in leadership roles with the CFA Society of Rochester and the Financial Planning Association.

Outside of work, Tim is a certified yoga instructor and competitive soccer player with a strong interest in longevity, wellness, and helping individuals achieve a higher quality of life in retirement. Tim and his wife, Khaleda, have two children: Camron and Maya.