Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs the investment committee. He attained the Certified Investment Management Analyst (CIMA) designation in 2005 and has more than 15 years of experience advising individuals, corporations and organizations on investments and markets, tax planning and retirement.
Much of Tim’s time is spent meeting with clients, formulating and advising on client strategies, and performing investment and portfolio research. Prior to Exencial, Tim worked for Fidelity Investments in Dallas, TX. He graduated from Oklahoma State University in 1994 with a Bachelor of Science in Business Administration.
Tim has shared his expertise as a guest on CNBC and FOX Business, and his research has been featured in The Wall Street Journal, Barron’s, AARP Magazine and elsewhere.
Tim is married to Jennifer and they live in Edmond with their four children: Ben, Abby, Susannah and Amelia. They enjoy traveling as a family and spending time participating in sports, such as tennis and volleyball.
CIMA - The CIMA® certification signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. Prerequisites for the CIMA® certification are three years of financial services experience and an acceptable regulatory history. To obtain the CIMA® certification, candidates must pass an online Qualification Examination, successfully complete a one-week classroom education program provided by a Registered Education Provider at an AACSB accredited university business school, and pass an online Certification Examination. CIMA® designees are required to adhere to IMCA's Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA®).