Timothy J. Lootens, CFP

Wealth Management Trust Officer | EXPERIENCE: 27 YEARS


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Mr. Lootens began his career in the health care industry, employed on both the payer and provider side of the business, negotiating managed care contracts for Humana, United Healthcare and Texas Oncology.  Mr. Lootens has experience as a portfolio manager and an investment analyst covering the health care industry, in addition to his client service responsibilities at Chilton Capital Management.


For 2015 and 2016 Mr. Lootens was honored with a Five Star Wealth Manager award. The award is given annually and recognizes service professionals who provide quality services to their clients.


Mr. Lootens holds a BS in Psychology and an MHA from Xavier University (Ohio), an MBA with a concentration in Finance from The University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™ practitioner.


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