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Meet the Team

Tim Pierotti

Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.

Drew Dokken

Drew attended the University of Denver, graduating with a Bachelor of Science in international studies and a minor in economics. He studied abroad in 2011, attending Fudan University in Shanghai, China. After graduating college in 2013, Drew attended the Career Development Program at Jackson National Life. In 2016, Drew completed his master’s in international business at Hult University in San Francisco.

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Tim Pierotti

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Tim Pierotti is WealthVest’s CIO - Nearly 30 years of experience - equities/macro -Former Head of Consumer Research and PM at The Galleon Group, which was an $8Bln Long/Short hedge fund. Graduate of Boston College - Summit NJ.