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Tim Fries is a managing director at Lakeview Capital, adviser to the founders and head of U.S. business development. He has a B.Sc. in Mechanical Engineering from the University of Michigan and an MBA from the University of Chicago Booth School of Business. Tim is also the co-founder of Protective Technologies Capital (protechcap.com) and Lakeview Capital, as well as the co-founder of the financial education site The Tokenist. Prior to founding Protective Technologies, Tim was a member of Baird Capital's global Industrial Solutions private equity team. He writes on topics related to wealth management, private capital market investing and trends in the convergence of finance and technology (i.e. FinTech).
If you've recently received a substantial windfall, consider the "vintage risk" when investing large sums of cash. Easy does it: Now's not the time to make a big move all at one time.
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