Timothy B. O'Neill, President
Timothy B. O'Neill is president and founder of Berthold Capital, LLC. Prior to starting Berthold Capital, Tim became a partner and cofounder of a regional financial service/consulting firm and vice president of Nexus Financial Network in 1997. He began his career at Federated Investors (Pittsburgh, Pennsylvania), where he became a senior account manager in the Broker/Dealer and Bank Broker/Dealer divisions.
Tim is an alumnus of the University of Pittsburgh, where he graduated with a bachelor's degree in economics/business. He has completed post-graduate courses at the College for Financial Planning in Denver, Colorado. He is a member of the Financial Services Institute and the Pittsburgh Society of Investment Professionals.
Tim specializes in wealth management, which is a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. His investment philosophy centers on unique asset allocation portfolios that he has developed throughout the past 19 years that go beyond the usual scope of traditional asset allocation. By using his two-concept approach of behavioral economics and Daniel Kahneman's prospect theory, he looks to effectively change investors' behavior in a way that can potentially increase their worth, while at the same time understanding how each investor interprets outcomes that can affect his or her attitude toward risk.
Tim resides with his wife, Alida, and their two daughters and son in Venetia, Pennsylvania.
We have aligned ourselves with a strategic partner who can answer tax questions and provide complete tax return filing. Jean is an enrolled IRS agent with 25 years of tax planning and filing experience, formerly with H&R Block. She operates her own tax planning service and resides in McMurray, Pennsylvania.