Tim DuganTim DuganVice PresidentInvestment Associate
About Tim
Tim Dugan is a Vice President with J.P. Morgan Wealth Management.
As a member of the O'Callaghan Thomas Team, he oversees manager due diligence and performance reporting for the high-net-worth clients and private business owners. Tim's responsibilities include directly interfacing with the third party managers, reporting, and investment due diligence. He works diligently to provide an excellent client experience.
Tim joined the O'Callaghan Thomas team in 2017 as a Client Service Associate supporting client and team needs. He left Morgan Stanley with the team in November 2017 to join J.P. Morgan. Tim graduated from Northwestern University with a B.A. in Economics. While at Northwestern, he held several internships, most recently at UBS with the Corporate Cash Management Group helping to manage corporate databases and assisting with marketing research and reporting. He is currently a CFA candidate and recently passed his level 1 exam.
He holds FINRA Series 7, 63 and 66 securities licenses.
Insights
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Retirement
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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