Timothy Barnard Kneen

Private Wealth Asset Management LLC is an independent financial advisory firm that offers private wealth management services to high-net-worth individuals, families, and institutions. The company is based in Cedar Rapids, IA, and has offices in other locations such as Corpus Christi. The company provides comprehensive advice and services personalized to the needs of each client, including fiduciary lending, specialty asset management, estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management, and more. The company was founded by Maxwell T. Smith, Jeffrey H. Shipley, and Timothy Barnard Kneen. Bryan Johnson has been the CEO of the company since 2021.

Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.