Thomas Michael Swoffer
Directeur en chef des Investissements chez Talbot Financial LLC
Profil
Mr. Thomas M.
Swoffer, CFA MBA, is a Partner, Chief Investment Officer & Portfolio Manager at Talbot Financial LLC.
Mr. Swoffer was previously employed as a Portfolio Manager by WHV Investments, Inc., a Portfolio Manager & Analyst by SAFECO Asset Management, and a Senior Portfolio Manager by Laird Norton Tyee Trust Co.
He received his undergraduate degree from the University of Washington and an MBA from the University of Washington.
Postes actifs de Thomas Michael Swoffer
| Sociétés | Poste | Début |
|---|---|---|
Talbot Financial LLC
 Talbot Financial LLC Investment ManagersFinance Talbot Financial LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Randall “Randy” Talbot in 2010 to serve the wealth management needs of his and other families. | Directeur en chef des Investissements | 01/05/2018 |
Anciens postes connus de Thomas Michael Swoffer
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Trust Co. LLC
 Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 31/12/2001 |
| SAFECO Asset Management | Gestionnaire de Portefeuille-Actions | 31/12/2000 |
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Thomas Michael Swoffer
| University of Washington | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
| SAFECO Asset Management | Finance |
Talbot Financial LLC
Talbot Financial LLC Investment ManagersFinance Talbot Financial LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Randall “Randy” Talbot in 2010 to serve the wealth management needs of his and other families. | Finance |
