Our Team

Timothy B. O’Neill is an experienced financial professional, entrepreneur, and founder of Pittsburgh, PA-based firm Berthold Capital. Recognized by InvestmentNews (IN) as a 5-Star Financial Planner 2025* he has crafted a bespoke investment philosophy over the past three decades, centered on custom asset allocation portfolios that go beyond the usual scope of traditional asset allocation.  He believes that by using some diversification with high conviction investment allocations, his clients have a better chance to outpace inflation and dollar debasement and potentially boost portfolio performance while helping to smooth out the market's ups and downs.   He says, “As an asset manager, I deliver transparent, consistent recommendations with integrity that helps build long-term trust for my clients.”

O’Neill’s reputation across the industry extends to being an Investment Advisor Representative who has been recognized in The Wall Street Journal and Fortune as a 2024 Five-Star Wealth Manager.** He is a member of the Pittsburgh Stock and Bond Association, a regional organization representing equity, fixed income and investment executives and advisors, and the Financial Services Institute.

His previous roles at Federated Investors/Federated Hermes include providing insight and development of investment products at a large wholesale distributor, which is invaluable as it enables O’Neill to consistently provide custom portfolios, investment strategies and wealth management to meet each individual client’s needs and objectives.  He provides a holistic approach to the client relationship by adding value to their financial plan by bringing in accountants for tax strategy and attorneys for estate planning. 

Tim resides with his wife, Alida, and their two daughters and son in Venetia, Pennsylvania.

_{*2025 5-Star Financial Planners, created by InvestmentNews, presented in April 2025 based on data collected during the previous year. Not indicative of firm’s future performance. Your experience may vary.}

_{**2013, 2015 - 2019, 2021-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in 06/2024 based on data gathered within 12 months preceding the issue date. 1,854 advisors were considered, 231advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.} 

_{Asset allocation programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved.}