Prior to joining One Capital Management, Jason was a Senior Portfolio Manager with TIAA, where he managed portfolios for high net-worth families, endowments, and foundations. He developed customized multi-asset class portfolios designed to meet the individual objectives of each client. Jason is a Chartered Market Technicians (CMT) and a member of the Market Technicians Association. He earned a Bachelor of Arts degree in Economics from San Diego State University. As an avid outdoor enthusiast, Jason spends his free time surfing and golfing. He lives in San Clemente, California with his wife Briana and their two dogs.
Chad joined One Capital Management after servicing as a Senior Wealth Management Advisor at TIAA where he was responsible for financial planning and led a team advising private clients and charitable organizations. Prior to TIAA he was the Managing Director of the Private Client Group at C.K. Cooper & Company, where he was responsible for a team of advisors as well as managing the firms proprietary separately managed account program. He earned his Bachelor of Science degree in Business Administration from Chapman University and an MBA from Pepperdine University. Chad serves on the Endowment Council at Chapman University. When not working, he can be found coaching youth sports. He and his wife Alina live in Costa Mesa with their two boys Caden and Colton.
Sheila joins One Capital Management after more than 18 years as a Client Relationship Consultant at TIAA Financial Services. She started her financial services career at UBS Financial in 1999 as a client service specialist. She brings an outstanding and long record of serving families.