Tom Dugan

Analyst-Equity chez Confluence Investment Management LLC

Profil

Mr. Thomas W.
Dugan, CFA MBA, is a Portfolio Manager at Confluence Investment Management LLC.
He performs market research as a member of the Equity Investment Committee and has portfolio management responsibilities for all of Confluence’s equity investment strategies, with particular focus on the Increasing Dividend Equity Account strategy.
He, like all portfolio managers at Confluence, is also an analyst.
As an equity analyst, his primary areas of coverage include Insurance, Asset Management, Financial Tech and Industrials.
He has nearly 20 years of value-oriented equity research experience.
Prior to joining Confluence, Mr. Dugan served as an equity analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. Previously, he was an equity analyst with Martin Capital Management in Elkhart, Indiana.
Mr. Dugan graduated summa cum laude with a Bachelor of Science in business administration in finance and economics from Rockhurst University.
He earned his Master of Business Administration from the Kelley School of Business at Indiana University and is a CFA charter holder.

Postes actifs de Tom Dugan

Sociétés	Poste	Début
Confluence Investment Management LLC	Analyst-Equity	01/08/2008

Anciens postes connus de Tom Dugan

Sociétés	Poste	Fin
Gallatin Asset Management, Inc.	Analyst-Equity	31/05/2007
Martin Capital Management LLC	Analyst-Equity	31/12/2006

Formation de Tom Dugan

Rockhurst University	Undergraduate Degree
Kelley School of Business	Masters Business Admin