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Timothy Yan     |      Head of Marketing and Distribution

Tim joined Herzfeld in 2023 to assist in managing the firm's marketing and distribution efforts. Previously, he worked with Wavelength Capital Management, where he developed the company's marketing and sales platform. Before that, he was with Sincere & Co., overseeing the distribution strategy for alternative mutual funds across the eastern United States. Tim also gained experience at Wescott, a large RIA based in Philadelphia, PA, after working for several years with an actuarial consulting firm in NYC.

  • Baruch College - City University of New York, B.A., Actuarial Science

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