Tim joined One Capital Management in 2025, bringing nearly 20 years’ experience creating and managing portfolios for high-net-worth individuals and families. Previously, he was a senior portfolio manager at TIAA, and prior to that, he was a senior portfolio specialist at Fidelity Investments. Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and a Certified Investment Management Analyst^® (CIMA^®). He has a Bachelor’s degree in Business Management from Plymouth State University in New Hampshire.