Timothy Garcia-Prats
Associate Portfolio Manager at Financial Synergies Wealth Advisors, Inc.
About
Timothy Garcia-Prats is an Associate Portfolio Manager at Financial Synergies Wealth Advisors in Houston, TX, where he focuses on portfolio construction, investment research, and optimizing investment allocations for client portfolios. His current responsibilities include monitoring market trends, implementing portfolio strategies, and conducting due diligence on a wide array of investment vehicles. He works closely with clients and senior advisors to tailor solutions that align with specific financial goals and risk profiles.
Garcia-Prats specializes in diverse asset classes, with attention to equities, fixed income, and alternative investments, supporting Financial Synergies’ holistic wealth management offering. His analytical approach and commitment to research ensure robust asset allocation strategies, reflecting the firm’s goal of long-term, risk-adjusted returns for clients. He is recognized for his role in enhancing the firm’s investment process and supporting its $1.6 billion asset base.
Tim holds a Master of Science in Finance (Financial Services Management) from the University of Houston and a Bachelor of Business Administration in Finance and International Business from Marquette University, along with additional international study at University of Deusto. Notably, he has earned the Certified Investment Management Analyst (CIMA®) designation, underscoring his expertise in portfolio construction and investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Financial Synergies Wealth Advisors | Associate Portfolio Manager | Feb 2022 to Present | — |
Education
University of Houston
Master of Science - Finance, Financial Services Management
2020 — 2022
Marquette University
Bachelor of Business Administration - BBA, Finance, International Business
2012 — 2016
University of Deusto
2014 — 2014
Others at Financial Synergies Wealth Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Houston, TX , United States | |
| Chief Investment Officer | Managing Partner | Houston, TX , United States |
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