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.



Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.