Timothy Fellow

Timothy Fellow (he/him) is the founder and Managing Partner of Ontic Partners, advising private foundations, public charities, and other tax-exempt entities across the United States. Tim has worked in financial services for 20 years, leading teams and serving clients at Citibank, Wells Fargo Private Bank, and J.P. Morgan Private Bank. After an extensive career in private banking and investment management, Tim joined a large and fast-growing mental health services organization as Chief Financial Officer and oversaw hundreds of client relationships for a boutique public accounting firm as Director of Nonprofit and Private Client Advisory.

Tim is an active community leader, currently serving as Board Chair of the Arts Council of Park City | Summit County, as Trustee of the Utah Museum of Contemporary Art, as a member of the Audit and Finance Committee of the International Sculpture Center, and as a member of the Community Fund Steering Committee of the Park City Community Foundation. In his capacity as both an advisor and nonprofit board leader, Tim has formed and chaired governance, finance & investment, personnel, and audit & risk committees at over a dozen nonprofit organizations.

Education:

Vanderbilt University, Master of Business Administration, Accounting
• J.C. Bradford Scholar
• Director, Nonprofit Board Fellows program
Brigham Young University, Bachelor of Arts, Music

Designations & Certifications:

Enrolled Agent (EA)
CERTIFIED FINANCIAL PLANNER™
Professional in Human Resources®

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