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.

Investment Management

One Capital Management, LLC

Dan Stridsberg

Jessica Hughes

Jeff Smith

Brad M. Barrett

Patrick Bowen

Tammy Turner

Shelley Myer

Jason Nahoul Cmt

Bill McDonnell

Tom Marostica

The Leadership Team at One Capital Management, LLC is responsible for setting the strategic direction of the company, driving business growth, and maintaining the firm's commitment to delivering exceptional wealth management services. Comprising top executives, including Managing Directors, the President, and Partners, the team ensures alignment with the firm's core beliefs of advanced wealth enhancement, protection, and transfer while overseeing portfolio strategy and managing client relationships globally.

Leadership Team

Wealth Management

Compliance and Client Experience Team

Leadership Team

About

Team members

Other teams at One Capital Management, LLC

Wealth Management

Compliance and Client Experience Team