One Capital Management, LLC
Laura Zimmerman, CFA, is an experienced finance professional with a strong background in portfolio management and investment advisory. Currently serving as Director - Senior Portfolio Manager at One Capital Management, LLC since November 2009, Laura specializes in managing client investments in the U.S. Prior experience includes a role as Director at Dalton Advisors, where investment portfolios for high-net-worth individuals and families were managed with a focus on asset allocation and risk management. Laura’s tenure as Managing Principal at Payden & Rygel allowed for leadership in the global fixed-income group and participation in investment policy and management of significant portfolios. Early career experience includes serving as an Interest Rate Swap Analyst at Prudential Global Funding. Laura holds a Bachelor of Science in Business from Lewis & Clark College.
One Capital Management, LLC
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.