Tim O'Mara Email & Phone Number
Managing Partner
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Tim O'Mara Location
- Windermere, FL, US
Tim O'Mara Work
- Managing Partner @ Opima Capital Management (July 2026 - Present)
- Managing Director, Banker @ (August 2024 - July 2026)
- Managing Director | Senior Investment Advisor @ (March 2023 - August 2024)
- Director, UHNW Investment Counselor @ (April 2022 - March 2023)
- Director, North America Head of Hedge Fund Sales and Strategy @ (December 2018 - April 2022)
- Senior VP, Managed Investments Strategist @ (September 2017 - December 2018)
- Senior VP, Investment Counselor @ (October 2014 - September 2017)
- Investment Representative @ (February 2012 - October 2014)
- Financial Advisor @ (August 2008 - September 2011)
- Account Executive and District Manager @ (July 2005 - May 2008)
Tim O'Mara Education
- University of Central Florida
BSBA (Finance)
2000-2004
Tim O'Mara Skills
- Investment Advisory Services
- Retail Brokerage
- Investments
- Portfolio Management
- Alternative Investments
- Asset Management
- Finance
- Series 7
- Loans
- Financial Advisory
- Financial Analysis
- Mortgage Lending
- Securities
- Mutual Funds
- Capital Markets
- Sales
- Investment Strategies
- Asset Allocation
- Relationship Management
- Family Office
Tim O'Mara Summary
- Tim O'Mara, based in Windermere, FL, US, is currently a Managing Partner at Opima Capital Management. Tim O'Mara brings experience from previous roles at J.P. Morgan Private Bank, Wilmington Trust and Citi. Tim O'Mara holds a 2000 - 2004 BSBA in Finance @ University of Central Florida. With a robust skill set that includes Investment Advisory Services, Retail Brokerage, Investments, Portfolio Management, Alternative Investments and more. Tim O'Mara has 2 emails and 2 mobile phone numbers on RocketReach.
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