Tim Cummins

Founder at

Sonata Capital Group, Inc.

Finance

Consumer Services

Profile

Mr. Timothy R.
Cummins is Managing Director & Chief Investment Officer at Sonata Capital Group, Inc. He is a founding member of Sonata in 2000.
As Chief Investment Officer, he oversees all of Sonata’s investment actions, from due diligence efforts, to planning and strategy.
Prior to Sonata, he was a Senior Portfolio Manager at Rigel Capital Management in Seattle, where he managed their Technology fund and co-managed the Large-Cap Growth fund.
Previous to that he was a Senior Portfolio Manager at Key Bank Private Wealth Management, in Seattle and Denver.
He began his career working as an equity trader for Ord Minnett Ltd. Mr. Cummins received his BS degree in Finance from Seattle Pacific University - School of Business and Economics.

Tim Cummins active positions

Companies	Position	Start
Sonata Capital Group, Inc. Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents.	Founder	01/01/2000

All active positions of Tim Cummins

Former positions of Tim Cummins

Companies	Position	End
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.	Corporate Officer/Principal	-
Rigel Capital LLC Rigel Capital LLC Investment ManagersFinance Rigel believes that superior investment returns begin by constructing diversified portfolios of stocks with excellent growth prospects at attractive valuations. Using a proprietary, multi-factor model, the firm ranks a universe of the largest U.S. stocks on select growth and valuation criteria such as earnings acceleration, earnings growth and relative price strength. They confirm the model's results by evaluating the highest-ranking issues. They look for three supporting qualities: a catalyst for positive change, competitive advantage and sustainability of earnings growth. Rigel performs fundamental and price/volume analysis on the names that remain after the confirmation process is complete. Based on their research, they construct a portfolio of reasonably priced stocks with the most dynamic earnings characteristics and price patterns. Major sectors have a maximum weight twice that of the S&P 500.	Portfolio Manager-Equities	-

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Private companies	4
Rigel Capital LLC Rigel Capital LLC Investment ManagersFinance Rigel believes that superior investment returns begin by constructing diversified portfolios of stocks with excellent growth prospects at attractive valuations. Using a proprietary, multi-factor model, the firm ranks a universe of the largest U.S. stocks on select growth and valuation criteria such as earnings acceleration, earnings growth and relative price strength. They confirm the model's results by evaluating the highest-ranking issues. They look for three supporting qualities: a catalyst for positive change, competitive advantage and sustainability of earnings growth. Rigel performs fundamental and price/volume analysis on the names that remain after the confirmation process is complete. Based on their research, they construct a portfolio of reasonably priced stocks with the most dynamic earnings characteristics and price patterns. Major sectors have a maximum weight twice that of the S&P 500.	Finance
Sonata Capital Group, Inc. Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents.	Finance
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.	Finance
Seattle Pacific University Seattle Pacific University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services