The Wealth Management team at One Capital Management, LLC specializes in providing comprehensive financial planning and investment management services tailored to private families, endowments, foundations, tax-exempt organizations, and retirement plans. The team is dedicated to enhancing, protecting, and transferring wealth by developing customized portfolio strategies that align with the unique needs and goals of each client. Team members collaborate to ensure both advanced planning and efficient portfolio management, resulting in holistic and effective wealth management solutions.
Andrew Whitehouse
Associate | Wealth Manager
Jeremy Folse
Senior Associate | IT Systems ...
Jessica Hughes
Associate | Office Administrat...
Kevin Johnson
Associate Portfolio Manager
Laura Zimmerman
Director - Senior Portfolio Ma...
Nicholas McDonald
Client Services Associate
Nicole Saragosa
Senior Client Service Associat...
Ryan Howard
Associate Wealth Manager
Sean Convery
Wealth Management Intern
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