Profilo
Mr. Thomas A.
Derse is a Portfolio Manager & Analyst at Bernzott Capital Advisors.
He joined the firm in 2004.
Mr. Derse was previously employed as president of Channel Islands Capital Management, Inc. and a partner in an accounting firm, he managed portfolios and assisted clients with tax, estate, retirement, and business planning.
Mr. Derse obtained a BS in accounting from California State University - Fresno and an MS in taxation from Golden Gate University.
He is a Certified Public Accountant, and a CFA charterholder.
He is a member of the CFA Institute and CFA Society of Los Angeles.
Precedenti posizioni note di Thomas Anthony Derse
Società | Posizione | Fine |
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Bernzott Capital Advisors
Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients. | Direttore Finanziario/CFO | 01/11/2020 |
Formazione di Thomas Anthony Derse
California State University-Fresno | Undergraduate Degree |
Golden Gate University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Bernzott Capital Advisors
Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients. | Finance |
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