Tim Harder, CFA®, CFP®

Tim Harder, CFA^®, CFP^®

Co-Founder, Chief Investment Officer

Tim Harder, CFA^®, CFP^®

Co-Founder, Chief Investment Officer

Tim Harder is a Co-Founder and Chief Investment Officer at Quotient Wealth Partners, an independent wealth management firm. Leveraging more than 25 years of financial and wealth management experience, Tim also holds designations as a Certified Financial Planner and Chartered Financial Analyst. He began Quotient Wealth with two other colleagues to serve clients on their side of the table as a fiduciary.

Prior to founding Quotient Wealth Partners, he served as Chief Investment Officer, Managing Director, and Head of Office for major financial institutions, honing his expertise in investment strategy and communication. Tim specializes in offering comprehensive guidance to clients on investment and economic strategies, collaborating with individual advisors to craft tailored investment solutions aligned with clients’ tax, income, risk, and retirement objectives. He carries a Bachelor of Science in Economics with concentrations in finance and real estate from The Wharton School of the University of Pennsylvania.

Tim’s commitment to excellence extends beyond his professional life. As a past President of the Colorado CFA Society, he is deeply committed to his field. Outside the office, Tim is a devoted Dallas Mavericks fan and season ticket holder. He cherishes his time with his wife of over 25 years, Mary Lee, and enjoys being a parent to two daughters at the University of Colorado and a son in high school in Southlake, Texas.

CFA ^® – Chartered Financial Analyst ^®
The CFA® charter is a credential awarded by the CFA Institute to individuals who meet its education, examination, sponsorship, experience, and ethics requirements. To earn a CFA charter, eligible candidates must have four years of qualified investment work experience, become a member of the CFA Institute, adhere to the Code of Ethics and Standards of Professional Conduct on an ongoing basis, and complete the CFA program, which requires the passage of three separate six-hour examinations. Topics tested by the CFA Institute include ethical standards, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.

CFP^® – Certified Financial Planner
The CFP^® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.