Tiya Lim, MBA, Director of Institutional Services

Tiya serves as Director of Institutional Services at Creative Planning. In this role she leads Creative Planning’s offering to institutions and nonprofit organizations. Her areas of expertise include endowment-related best practices, development of Investment Policy Statements and Spending Policies and fiduciary training.

Prior to joining Creative Planning, Tiya was Director of Institutional Services for one of the nation’s largest RIAs. There she served institutions that ranged from $1 million of assets to over $150 million and managed/administered approximately $1 billion of assets for nonprofit organizations. Her experience helps guide trustees and committee members in meeting their fiduciary obligations and provides nonprofits a prudent path to meeting their mission and goals.

Tiya earned her Masters of Business Administration from the University of Chicago and her bachelor’s degree from the Wharton School of the University of Pennsylvania in Philadelphia.

In her spare time, Tiya serves on the Board of Trustees for her children’s school, on the Fund Development Committee for the Girl Scouts of Eastern Missouri and as a board member for the Shakespeare Festival St. Louis. She lives in St. Louis with her husband and two daughters.

(913) 800-1152

tiya.l[email protected]

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