Tim joined One Capital Management in 2025 as a Managing Director and Senior Portfolio Manager where he creates and manages portfolios for high-net-worth individuals and families. With nearly 20 years of experience in the wealth management industry, Tim has held key roles at TIAA and Fidelity Investments, providing deep expertise in personalized portfolio construction.

Tim is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) and a Certified Investment Management Analyst^® (CIMA^®). He has a Bachelor’s degree in Business Management with a concentration in Finance and a minor in Economics from Plymouth State University in New Hampshire. Tim lives with his wife and children in Denver, Colorado.