Timothy John Costanza

Current Employers

Employment History

• 11/2012 → Present
  Ifs Financial Services
  Cincinnati, OH
• 11/2012 → Present
  Touchstone Securities
  Cincinnati, OH

Previous Registrations

• 2004-02-13 → 2012-10-26
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2004-02-13 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Other Businesses

1) Rochester Litigation Finance; Investment related; 14 Franklin Street, Suite 200, Rochester, NY 14604; 11/1/17; 0 hours/month, 0 hours/month during trading; Partner in an investment partnership developed by family members for the purpose of investing in a private fund. No duties, no compensation. Does not conflict with business as mutual fund wholesaler. No requirements during trading hours. No public solicitation or involvement with partnership. 2) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee. 3) Integrity Academy; Not investment related; 5985 Dixon Drive, Raleigh, NC 27609-3601; Start date: 02/2026; Board Advisor; 2 hours/month, 0 hours/month during trading; No compensation. Member of advisory board, quarterly board meetings. 4) 62 Winter Street; Not investment related; 62 Winter St. Unit 2, Edgartown, MA 02539; Start date: 08/01/2026; Owner, Property Manager; 5 hours/month, 0 hours/month during trading; Rental income; Vacation rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-15
• S63 Uniform Securities Agent State Law Examination
  2003-06-12