Tim Spidel
Wealth Management
Tim Spidel, CPC, is the Managing Principal of Spidel Burnfin LLC. Prior to founding Spidel Burnfin in 2007, Tim spent 11 years with SBR, an international search firm headquartered in Nashville, TN. Tim has run a successful desk in the wealth management space since he began in this profession in 1996.
He represents companies that include global financial services firms, independent fee-only financial planning and asset management firms as well as single family offices for high net worth families and multi-family office groups. Although Spidel Burnfin is based in the Midwest, the firm serves clients nationwide. Tim is an active member of The Pinnacle Society, a prestigious organization that is limited to 75 of the top recruiters in the nation.
Tim grew up in Northeast Indiana before attending Indiana University where he graduated with a degree in Health Administration. After spending some wonderful years living in Nashville and Chicago, Tim and his family moved to the Indianapolis area where they currently reside. Tim, his wife and their three delightfully entertaining children currently reside in Carmel, IN.
Company Profile
Spidel Burnfin is a nationwide, executive search firm that works exclusively in the wealth management arena. Our expertise covers most all areas within wealth management, including but not limited to, personal financial planning, family wealth planning, asset management, private banking, trust and estate planning and investment research. Our valued clients include the large financial services firms and investment banks, independent financial planning and asset management firms and multi-family office groups. At Spidel Burnfin, we understand the importance of relationships built on mutual trust and we know the right relationship is everything.
Testimonials
“Your understanding of the qualifications I sought in the candidates as well as your extensive network of individuals in the financial planning arena led to our success in filling this position. You are insightful, responsive
and professional.”
Lisa from Wachovia Wealth Management
"The reason we achieved success in filling these positions for Senior Private Bankers was attributed to your desire and commitment to understanding our management teams' objectives and the Bank's sales culture. You took the time to interview our key associates in an effort to find candidates that match up with our specific criteria for this new market."
Mark from Provident Financial Advisors
"Your extensive network of individuals in the financial planning field provided access to candidates that we would not have otherwise been able to reach."
Pam from Sullivan, Bruyette, Speros & Blayney
Links & Associations
Pinnacle Society
Financial Planning Association
Family Office Exchange
