Tim Webb

Tim is the Chief Investment Officer and Managing Partner of RCM Wealth Advisors. Tim has been working as a Portfolio Manager and Advisor to Families and Institutions implementing financial planning strategies and market investment disciplines to help Clients build and maintain wealth and reach financial goals since 2003.

Previous Experience

Tim joined RCM Wealth Advisor in 2012 after merging his firm W2 Wealth Management.  Prior to joining RCM Wealth Advisors he worked at Smith Barney & A.G. Edwards in Chicago.  He received his B.S. in Management from Indiana University.

Work Responsibilities

As Chairman of the Investment Policy Committee Tim is responsible for Portfolio Construction and Design, oversight of firm Quantitative and Qualitative Research, and the coordination and execution of the firms portfolio functions. As the firms Compliance Officer he is responsible for monitoring business activities and the Investment Advisor Representatives in accordance with SEC regulations. Tim is also responsible for setting the investment strategy and collaborates with our team of investment professionals to develop, design and construct portfolios & asset allocation strategies through a fiduciary lens and due diligence process that supports our client-focused approach. He chairs RCM's corporate benefits division where he consults businesses and organizations with their complicated employee benefits programs by helping them design tailored, comprehensive solutions.