Tim Fisk serves as Senior Vice President, Partnerships at NetLaw, where he leads the firm’s efforts to expand relationships with registered investment advisors (RIAs) and other strategic partners nationwide. In his role, Tim brings NetLaw’s technology platform and the Hargrove Firm, its affiliated national estate planning law practice, to advisory firms at scale, deepening the reach and impact of both organizations across the wealth management industry.
With more than 20 years of experience spanning estate planning law, trust services, and wealth management technology, Tim has built a career at the intersection of advisor needs and scalable financial solutions. He began his career as a Trust & Estates attorney in Chicago, advising high-net-worth and ultra-high-net-worth clients on wealth transfer, estate planning, and trust and probate litigation. He went on to hold advisor-facing roles of increasing responsibility, including leading fiduciary business development at Merrill Lynch and serving as a Wealth Advisor and Relationship Manager at Glenmede in Philadelphia. Tim subsequently moved into the fintech sector, serving as Director of Sales for Wealth Hub before joining Envestnet. There, he spent seven years as a Technical Consulting Director working with complex enterprise firms on product strategy and development and helping build the Envestnet Trust Services Exchange, which connected partner firms with estate planning and trust solutions. Prior to joining NetLaw, Tim led the growth of Bryn Mawr Trust and WSFS’s Wealth as a Service offering, delivering a full suite of private banking and trust solutions to advisory firms nationwide.
Tim lives in Villanova, Pennsylvania with his wife and three kids. Outside of work, he coaches youth travel soccer and CYO basketball.