Investment Advisory Board

Mr. Robinson is a well-known financial educator in Arizona.  His retirement presentations have been widely attended by members of many retirement organizations throughout the state.  David has developed a specialty in advising retirees, and those about to retire who want to protect their principal.  People who consult David often find that they lower their tax bills significantly, eliminate taxes on their social security income, increase their fixed monthly income and obtain better protection for their financial future. 

 

David is President of Robinson, Tigue, Sponcil & Associates LLC, an independent Registered Investment Advisor.  He is a CERTIFIED FINANCIAL PLANNER.  David educates individuals in estate planning, asset management techniques, retirement planning and income tax reduction. 

 

David is a graduate of De Paul University in Chicago, Illinois, where he was recognized nationally for his academic achievements.  He studied under the College for Financial Planning at Boston University and he is a member of the Financial Planning Association in Phoenix.  David is the financial instructor at the Franciscan Catholic Diocese.  David is Co-Chairman of Money Smart Kids of Arizona, a non-profit organization founded for the purpose of educating parents and children regarding smart choices with money.  This program uses the “Money Savvy Pig™”, a product that was recognized in Business Week by USA Today as one of the “Best Products of 2002”.  David is also a member of the Finance Council at St. Thomas the Apostle Catholic Church in Phoenix. 

 

David and his wife, Libby, have two sons, Luke and Nathanael and their new baby daughter, Josephine. 

 

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A native Phoenician, Mr. Tigue is the Managing Partner for the firm.  He specializes in analyzing, designing and implementing effective wealth management solutions for his clients.  His 26 years of experience in the financial services industry is utilized to develop strategies to protect assets from market volatility, create substantial income tax savings, and benefit philanthropic organizations.  Keith’s former associations as a financial advisor income serving as Vice President and Managing Director for Northern Trust Bank in Arizona, where he advised affluent families and individuals on financial strategies to create, grow and protect their wealth.  Prior to joining Northern Trust, Keith was the Southwest Regional Manager for Bank of America’s Private Bank and Trust Department.  He managed the new business efforts for Arizona, Nevada and New Mexico.  He also served as Senior Fiduciary Officer for the bank, overseeing all legal, audit and compliance issues.  He was initially hired by Bank of America to manage the Employee Benefit Trust department which administered pension, 401(k) and profit-sharing plans for many of the bank’s institutional clients. 

 

Keith graduated with a Bachelor of Science degree in Business Administration from the University of Phoenix in 1987, then went on to earn his M.B.A. degree from the University of Phoenix in 1989.  He has studied at Boston University under the College for Financial Planning. 

 

Committed to the community, Keith is the creator and co-founder of Money Smart Kids of Arizona, a non-profit foundation that teaches children and teenagers how to make long lasting, responsible choices with money.  The program centers on the Money Savvy Pig™.  This innovative educational tool has appeared on NBC’s The Today Show, Oprah Winfrey, and Channels 3, 12 and 15 in Phoenix, as well as in USA Today, Business Week and the Arizona Republic.  He serves on the Board of Directors for the Catholic Community Foundation and is a chairman of the estate planning committee.  He is a Board Member of Arizona Music Fest and is past President of the Finance Council for St. Thomas the Apostle Catholic Church in Phoenix.  Keith was knighted into the order of the Holy Sepulchre of Jerusalem in 2006.  Keith also serves on the Board of Directors of Friends of the Orphans, a non-profit organization helping abandoned children in Mexico and South America.  Keith and his wife, Anna, have three daughters, Briana, Mikayla and Alysia. 

 

 

 

Prior to founding One Capital Management, LLC, Mr. McDonald spent seventeen years as a senior executive with two well established global investment management companies. 

 

Mr. McDonald’s commitment to the investment management and administration of client assets through One Capital Management, LLC is based on a philosophy of structured asset class investing combined with active tax management.  Mr. McDonald earned a BA in Economics in 1985 from the University of Manitoba and is a graduate of Ridley College in St. Catherine’s, Ontario. 

 

 

 

 

 

 

 

 

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Patrick is a partner with One Capital Management and directs the firm’s Global Asset Allocation and Wealth Management Practice.  Previously, Patrick spent four years as an Executive Director-Investments in the Private Client Division of Oppenheimer & Co.  Prior to Oppenheimer, Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.) for six years.  With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm’s largest corporate, pension, endowment and foundation clients.  He then moved to the private asset management practice to apply his investment planning and asset allocation expertise to clients’ particularly complex issues.  Patrick earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo.  He serves on the Board of Directors of the Juvenile Diabetes Research Foundation. 

 

 

 

 

 

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Before joining One Capital, Steve was an Executive Director-Investments and Senior Portfolio Manager in the Private Client Division of Oppenheimer & Co., where he managed equity and balanced portfolios for both taxable and tax-exempt clients since 1995.  He was Vice President, Securities Analyst and Senior Portfolio Manager at First Security Investment Management, Inc. where he managed over $550 million in assets for the firm from 1986 to 1995.  Steve also was a member of First Security’s Investment Advisory Committee. 

 

Steve holds a Bachelor of Arts degree in Finance from The University of Utah and is a Chartered Financial Analyst.  Steven is a member of the Los Angeles Society of Financial Analysts.  He also serves on the Board of Directors for the Boy Scouts of America, Western Los Angeles County Council.  He served four years as a Vice President of the Salt Lake City Society of Financial Analysts. 

 

 

My name is Mark Fiedler and I am the Managing Member of AUTUS Asset Management, LLC.  Before starting AUTUS, I was a Vice President/Portfolio Manager with the Private Investors Group of Merrill Lynch Investment Managers.  At Merrill, I managed over 120 private portfolios for individual clients totaling approximately $100 million in value.  Prior to that, I was a Portfolio Manager/Research Analyst with L. Roy Papp & Associates where my responsibilities included managing private client portfolios and providing research for the Papp Family of mutual funds. 

 

In 1992 I earned a Bachelor of Science degree in Finance, and in 1996 I earned a Masters of Business Administration degree with emphasis in Investment Valuation and Money Management from Arizona State University.  I also hold the Chartered Financial Analyst™ designation, (CFA) which I earned in 1999.

   

Personally, I’m blessed to have a wonderful wife, Stephanie, and three incredible little boys, Cooper, Quintin, and Zane.  During my spare time I enjoy spending time with my family, fly fishing, and occasionally teaching courses in economics and finance.  

 

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My name is Don Cuppy and I am a Member of AUTUS Asset Management, LLC.  Prior to joining AUTUS, I spent nearly 10 years at M&I Wealth Management in Scottsdale, Arizona.  As a Vice President and Senior Portfolio Manager, I managed $300 million in assets for high-net-worth individuals, as well as foundations, endowments, and retirement plans.  Prior to M&I, I worked as a Portfolio Manager and as an Equity Research Analyst at Wells Fargo.

 

I received a Bachelor of Science in Finance from Arizona State University in 1990.  I currently serve on the Finance and Investment Committee for the ASU Alumni Association’s endowment.

 

Personally, my wife Traci and I have two great kids, Katie and Drew.  We enjoy traveling quite a bit, and I also love to play golf.