Tom Bergeron

Tom Bergeron

Analyst-Equity presso Frost Investment Advisors LLC

Finance
Consumer Services

Profilo

Mr. Thomas A.
Bergeron, CFA MBA, is a Senior Fund Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Investment Advisors, LLC in 2014 and has over 23 years of investment experience.
As the lead manager of the Frost Value Equity strategy, he is directly responsible for stock selection, sector allocation and portfolio management.
Along with members of the equity value team, he is directly involved with conducting company due diligence and maintaining the valuation framework within the Large Cap Value Equity strategy.
Prior to joining the Adviser, Mr. Bergeron was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management.
He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance from Babson College.

Posizioni attive di Tom Bergeron

SocietàPosizioneInizio
Analyst-Equity 01/04/2014
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Precedenti posizioni note di Tom Bergeron

SocietàPosizioneFine
Director of Research - Equity 31/12/2008
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Formazione di Tom Bergeron

Babson College Masters Business Admin
University of Vermont Undergraduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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Aziende private2

Finance

Finance

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