Head of U.S. Intermediary Distribution
Michael Wallis is an independent registered representative responsible for Timbercreek’s U.S. Intermediary Distribution efforts by partnering with multiple distribution channels including: Sub-Advisory, TAMPS, OCIO, Family Offices, Platform Research Teams, RIA's and Banks.
Mr. Wallis has over 25 years of investment industry experience. Most recently, Mr. Wallis worked at Canoe Financial as the National Sales Manager. Prior to that, Mr. Wallis spent 20 years at Fidelity Institutional Asset Management where he held Sales Management, Relationship Management and Strategic Partnership roles.
Mr. Wallis holds a Bachelor of Science from Plymouth State University with a Marketing Major and an Economics Minor. Mr. Wallis has earned advanced business certificates from Harvard University, The Wharton School & McGill International Executive Institute.
Michael Wallis is a registered representative with Patrick Capital Markets member FINRA / SIPC. Find info about this firm or rep at: https://brokercheck.finra.org/