![Tim J. Topicz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Tim J.
Topicz is a Manager-Investment Advisory Services at Truepoint, Inc since March 2008.
Prior to that, Mr. Topicz was at JPMorgan Chase.
As a financial analyst with JPMorgan Chase, he developed financial models to aid in the forecasting and risk management of mortgage loans.
Mr. Topicz is a magna cum laude graduate of the Fisher College of Business at Ohio State University, earning a Bachelor's degree in Finance.
He was an active member of the Undergraduate Finance Association and performed a budgeting role as a founding member of Fisher Ink., the College's inaugural student publication.
He holds the Chartered Financial Analyst designation.
Former positions of Tim J. Topicz
| Companies | Position | End |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Portfolio Manager-Equities | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 2008-02-28 |
Training of Tim J. Topicz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Tim J. Topicz
