Timothy Smith
Managing Director, Regional Investment Manager at Wells Fargo Private Bank
- Role
- Managing Director, Regional Investment Manager at Wells Fargo
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Timothy Smith
Leads a team of investment and fiduciary professionals in the delivery of wealth services tailored to meet our clients\' evolving needs. Responsible for the financial and investment results of a 30-person team across Southern California & Las Vegas, including 15 portfolio managers with over $17 Billion in AUM.Advises high net worth individuals and their family offices in all aspects of personal financial management including investment portfolios, illiquid securities, real estate, concentrated wealth, tax strategy, multi-generational wealth transfer and planning.Approaches wealth management from the perspective that investment decisions must be integrated with our clients\' plans, which involve full balance sheet and long term considerations. It is important to note that assets are one measure of wealth, but liabilities, income and expenses are equally critical elements in the conversation.Passionate about financial literacy and preparing next generations for inheritance.
Experience
Managing Director, Regional Investment Manager
Jan 2012 — Present · Los Angeles, CA, US
I lead a team of thirty seasoned investment professionals on the bank fiduciary platform across Southern California and Nevada with over $17 billion in assets under management. Our team provides clients with integrated advice around broad wealth management issues through partnerships with bankers, wealth advisors, planners, and other specialists. The client is at the center of everything we do, and we operate without conflicts of interest with all decisions fully transparent to our clients. We specialize in providing customized portfolios and industry-leading advice and services around legacy planning, real estate management, charitable giving, estate settlement, and trust administration.
Education
USC Marshall School of Business
MBA, Investments, Finance
University of Southern California
Bachelor of Science, Business Administration
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