The Money Management Institute (MMI) is pleased to announce the promotion of Tim Williams to Chief Operating Officer. In this role, he will play a pivotal part in driving operational excellence and strategic growth across MMI’s key initiatives, ensuring efficiency and effectiveness in serving its members.
Tim joined MMI in 2018 as Executive Vice President and Director of Education Initiatives. During his tenure, he has been instrumental in advancing MMI’s professional development efforts, leading the expansion of multiple industry-leading programs that equip financial professionals with the tools and knowledge to thrive in an evolving industry and advance their careers. His leadership has been driven by a passion for innovation, collaboration, and results-driven strategy.
As the organization’s Chief Operating Officer, Tim will continue to lead MMI’s professional development and continuous learning initiatives while driving key priorities around deepening member experiences through data analytics. He will be instrumental in the operationalization of MMI’s Thrive initiative for emerging asset managers and overseeing the successful adoption and integration of MMI’s new member and data management hub.
“Tim has a remarkable ability to anticipate both opportunities and challenges before they emerge, allowing MMI to stay ahead of the curve in delivering value to our members,” said Craig Pfeiffer, President and CEO of MMI. “His strategic foresight, combined with his deep industry experience, makes him the ideal leader to drive this next phase of MMI’s growth.”
Before joining MMI, Tim held leadership roles at several prominent organizations, including USAA, Citi and Smith Barney, as well as consulting to large TAMPs, independent RIAs and Family Offices. With experiences across production, sales, legislative advocacy, wealth management, banking, and education, he’s uniquely qualified to unify MMI’s efforts, bridge cross-functional divides, and foster teamwork.
“In stepping into the COO role, I’m excited to apply what I’ve learned about leadership and innovation, leveraging multiple perspectives and insights to drive MMI forward. Developing a growth mindset has been a rewarding journey, and I look forward to bringing that same mindset to this next step,” Tim shared. “It’s an exciting challenge, and I’m looking forward to it.”
Tim holds a Bachelor of Science in Finance from Penn State University, a Master of Business Administration from Columbia Business School, and is certified in leadership and management from the University of Virginia Darden School of Business.
MMI continues to advocate for the advancement of financial services through education, professional development, and industry connections. With the promotion of Tim Williams, the organization is poised to expand its influence and further enhance the value it delivers to its members.
