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Tim Garcia-Prats

, Series 65

Associate Portfolio Manager

Tim Garcia-Prats

Associate Portfolio Manager

Tim Garcia-Prats graduated from Marquette University in 2016 with a degree in Finance and International Business. He began his career in Chicago at T-Mobile working as a District Manager – managing stores and back-office operations.

In 2019, Tim moved back home to Houston with his partner, Catherine, to further his Finance education and began his Master of Finance at the University of Houston, Bauer School of Business. During his time at Bauer, he took the opportunity to join the Cougar Investment Fund as an Equity Analyst where he discovered his passion for portfolio management and investment analysis work. He will complete his master’s degree this summer.

Tim joined Financial Synergies in 2022 as an Associate Portfolio Manager, where he focuses on investment portfolio allocations, investment research and analysis, rebalancing, trading, and performance reporting.

Tim lives with his partner, Catherine, and dog, Sonny, in Houston. He has a passion for soccer and loves spending time with friends and his nine older brothers. He also loves going to concerts and traveling.

Education and Designations

Bachelor in Finance & International Business, Marquette University
Master of Finance, University of Houston
Series 65

"There’s a lot of irrelevant noise in investing. I love helping clients navigate the markets, keep a disciplined approach, and stay invested."

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