Tim Stallings, CFA

Senior Wealth Management Analyst

Tim serves as Senior Wealth Management Analyst for Carpion Private Wealth where he provides in-depth market research, investment opportunities, and applies sophisticated financial models to ensure the most sound wealth management strategies are delivered to clients. Tim brings over 25 years of experience managing portfolios for high-net-worth and institutional investors.  He has expert knowledge and extensive experience managing portfolios, selecting managers, and managing portfolio risk. Prior to joining Carpion Private Wealth, Tim was the Chief Investment Officer for a $1.4 billion New York-based asset management firm and family office. As CIO, Tim played a pivotal role within the Investment Committee, performing and overseeing the duties of strategy allocation and manager selection. He was also responsible for the proprietary risk management process. Tim started his career in Ft. Worth, spending nearly a decade managing capital for the $8 billion family office of the Bass Family where he was a Senior Derivatives Trader and Risk Manager.

Tim is a Chartered Financial Analyst® and earned a BS in Accounting from the University of Missouri. He lives in Southlake with his wife and two children.