One Capital Management, Llc
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.
7-day free trial · no credit card
Verified contacts
95
available on Kipplo
LinkedIn employees
89
51 to 200 range
Open roles
—
no listings
Distinct roles
57
indexed titles
Tech stack
3
tools in use
Monthly traffic
217
organic / mo
Sign up free to see all 95 verified contacts at One Capital Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
95 contacts with verified email or phone · masked until revealed.
- AM
Audra Masche
Director of Client Services · Customer/Client Service
EmailPhone - BL
Brian Lemmons
Director Media & Broadcasting · Other
EmailPhone - DS
Danielle Spencer
Executive Director Operations · General Business & Management
EmailPhone - JW
Jeremy White
Director Client Services · Customer/Client Service
EmailPhone - KC
Kris Clagett
Director · General Business & Management
EmailPhone - LZ
Laura Zimmerman
Director - Senior Portfolio Manager · Finance & Accounting
EmailPhone - MD
Mark Dickamore
Managing Director, Wealth Management · General Business & Management
EmailPhone - NS
Natalie Schlegel
Director Marketing · Advertising & Marketing
EmailPhone - SM
Sean McKeon
Investment Advisor Managing Director · Finance & Accounting
EmailPhone
Showing 9 of 95 verified contacts
Top roles at One Capital Management, Llc
57 distinct titles indexed · top 10 shown.
- 10managing director
- 8associate portfolio management
- 6associate client services
- 4director client services
- 3associate wealth manager
- 3executive director
- 3executive director wealth management
- 2associate client sevices
- 2client services associate
- 2director of client services
- +47more titles
Sign up to unlock all 95 contacts at One Capital Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 95 verified contacts at One Capital Management, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.