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Tim Itin, CFA

Regional Director | Mountain West


Tim Itin joined Causey Wealth LLC in 2025. He brings over thirty-five years of financial experience, most recently twelve years at Northside Capital where he was on the Investment Committee, handled portfolio management, asset allocation and client relationships.

As Regional Director – Mountain West and a member of Causey Wealth’s Investment Committee, Tim helps shape overall investment strategy while advising high-net-worth families, family foundations, and institutions. He emphasizes long-term relationships, asset allocation, risk management, generational wealth planning, strategic planning, and custom solutions.

Tim graduated from Dartmouth College with a Bachelor of Arts degree in Economics. He was ski team Captain and three-time NCAA All-American. He holds the Chartered Financial Analyst (CFA) designation.

Outside of work, Tim enjoys wildlife photography, skiing, wing-foiling, and many other mountain sports that he and his wife enjoy near their home in Colorado’s Roaring Fork Valley.

Tim is an Investment Adviser Representative of Causey Wealth LLC. Additional information is available here.

Want to learn more about who we are and how we work with clients?

Our team brings decades of experience and a deeply collaborative approach to helping individuals and families navigate complex financial decisions.

Call us at (303) 672-9876 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to request a discovery call.