Timothy Banks Clepper is the President and Chief Executive Officer of the Kaulig Companies Limited, the Single Member Family Office for Matt Kaulig, and his direct family. In 1997, Tim started his professional investment management career with McDonald & Company Investments, headquartered in Cleveland, Ohio. Tim continued his career with two other premier firms, Robert W. Baird & Company, and Morgan Stanley.
For over two decades, Tim’s professional career has been in the areas of asset management, investment banking, and private equity. He holds the Series 65 Uniform Investment Adviser securities license and has been responsible for the management of significant financial assets and transactions for individuals and businesses. Tim has been credited for completing many successful mid-market private equity transactions throughout his career.
In 2008, at the age of 33, Tim was named Senior Vice President and Senior Portfolio Manager in Morgan Stanley’s Private Wealth Management Group. He then left the firm in 2015 to begin the Kaulig Companies Limited with Matt Kaulig.
Tim is a board member or board advisor to many businesses and 501(c)(3) organizations including Leaf Home Solutions™, Gridiron Capital’s Board of Business Executives™, The Kaulig Foundation, The LeBron Advisory Board (LAB) for the I Promise School, Akron Children’s Hospital Foundation, Santa PICsU 501(c)3, and the Rock & Roll Hall of Fame.
In 2013, Tim co-founded Santa PICsU, a 501(c)(3) organization, with the intent to bring the “healing power of giving” to children and families in traumatic situations. Santa PICsU focuses on the wellness of children and families in Northeast Ohio Pediatric Intensive Care Units (PICUs).
Tim graduated Magna Cum Laude with a bachelor’s degree in Finance from Kent State University in 1997.