Timothy G. Slattery PhD

Chief Investment Officer

Tim is the Chief Investment Officer and a Partner of Heritage Investment Group. He holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University of Chicago, and a PhD in philosophy from the University of South Florida. Tim’s career in the financial services industry began as an investment banker with Smith Barney, where he underwrote public bond offerings for municipalities throughout Florida and the Southeast. After earning his MBA, Tim was a Vice President of Institutional Sales with Raymond James and Associates, where he provided investment advice to equity portfolio managers at leading financial institutions throughout the Midwest. He has given extensive public lectures on many topics including investing, financial literacy, and fiduciary responsibility, and he has served as an adjunct professor of philosophy at the University of South Florida. As Chief Investment Officer of the firm, his duties include research, investment strategy, and wealth management. Tim lives in Tampa with his wife Jenny and their two children. He is fluent in Spanish, and he enjoys Florida Gator football, foreign travel, and philosophy.

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