One Capital Management, LLC
Tammy Turner has a strong background in client services within the investment management industry. Tammy began their career as a Client Service Manager at First Republic Private Wealth Management from 2011 to 2016, where they supervised a team of nine associates and implemented company initiatives and software systems. From 2016 to 2020, Tammy served as a Client Service Manager at Beacon Pointe Wealth Advisors, providing objective advice to high-net-worth individuals and institutions. Most recently, they held the position of Director of Client Services at One Capital Management, where they focused on managing portfolios for private families, endowments, and foundations.
Tammy Turner's education history includes studying Accounting and Finance at Santa Barbara City College. The duration of their enrollment and whether they obtained a degree are not specified.
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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.