May 2024: “Let’s focus on the positive.”

Meet Brad and Tim

Whether you're an experienced investor or just starting out, Brad and Tim help you break down complex financial concepts into easy-to-understand language, ensuring everyone can benefit from their expertise.

  • Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. They are a holistic firm with a special focus on retirement, tax and estate planning. Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele. To learn more about Brad visit fiatwm.com.

  • Tim Holland is the Chief Investment Officer – OCIO, where he consults with Orion’s largest customers growing their firms through Orion’s OCIO services. He joined the Brinker Capital team as Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Tim has over 20 years of investment experience.

    Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder.

    Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.