Timothy S. Morton-Smith
Tim is a founding partner of Pacific Pointe Advisors. Tim has focused his career on wealth management for high net worth individuals and their families. Prior to forming Pacific Pointe Advisors, Tim worked in the Investment Group at Santa Barbara Bank & Trust. Tim is a candidate to obtain his CFA designation and has passed the level 1 and 2 examinations.
He graduated from the University of Southern Californias Marshall School of Business with an emphasis from the Lloyd Greif School of Entrepreneurship. Tim actively gives back to his community by serving on boards of smaller organizations that are having a meaningful impact on our community. Currently Tim is a board member and treasurer for Jodi House as well as WillBridge. He has also served on numerous other committees for organizations such as The Music Academy of the west, DRI, St. Francis Foundation and The Heart Association. Tim was born and raised in Santa Barbara, and has local family roots that go back four generations.