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Tiya Lim, MBA

Wealth Manager, Partner
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. Tiya also serves as the chair of the Investment Policy Committee. 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 Master of Business Administration from the University of Chicago and her bachelor’s degree from the Wharton School of the University of Pennsylvania in Philadelphia. Tiya currently serves on the Board of Trustees for Hawthorn Leadership School for Girls and previously on the Fund Development Committee for the Girl Scouts of Eastern Missouri, as a board member for the Shakespeare Festival St. Louis and Chesterfield Montessori School. She lives in St. Louis with her husband and two daughters.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021