Tim Courtney

Chief Investment Officer at Exencial Wealth Advisors

Tim Courtney is the Chief Investment Officer at Exencial Wealth Advisors since December 1997. Prior to that, Tim served as a Retirement Plan Liason at Fidelity Investments from December 1995 to December 1997. Tim graduated from Oklahoma State University in 1994 with a Bachelor of Business Administration (BBA) in Marketing/Management.

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  • Chief Investment Officer

    December, 1997 - present