Pierce Timko

Pierce Timko, CFA, CFP®, serves as Senior Portfolio Manager and Associate Partner at David Vaughan Investments (DVI) in Winter Park, Florida. In this leadership role, he oversees portfolio management with a disciplined, research-driven approach, and is instrumental in managing client relationships and developing execution strategies for high-net-worth individuals and families.

Timko has a robust background in investment management, having started his career as a junior analyst at a hedge fund and subsequently holding roles at Charles Schwab, where he advised institutional clients and private investors. At DVI, he plays a key role in shaping investment strategies, particularly focusing on diversified portfolios across equities, fixed income, and multi-asset solutions tailored to client needs.

He is the only DVI associate to hold both the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, underscoring his technical acumen. Timko earned his B.S. in Finance from Stetson University, graduating magna cum laude through the prestigious Roland George Investment Program, and has served on the board of CFA Society Orlando, reflecting his recognized standing in the investment community.