Tom Carr
Responsabile della Conformità presso Gould Asset Management LLC
Profilo
Mr. Thomas K.
Carr, Jr., is a Partner & Chief Compliance Officer at Gould Asset Management LLC.
His primary responsibilities include compliance oversight, portfolio management, investor reporting, and relationship management with clients and financial advisors.
As a portfolio manager, he plays a lead role in the fixed income area and has been instrumental in establishing and maintaining Gould’s high level of client service.
Prior to joining Gould Asset Management, he was a senior investment specialist with Charles Schwab & Co., where he provided financial planning and investment advice for nine years.
He has a BA in Management Science from the University of California at San Diego and holds both the Certified Financial Planner (CFP®) and Accredited Estate Planner certifications.
Posizioni attive di Tom Carr
Società | Posizione | Inizio |
---|---|---|
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Responsabile della Conformità | 01/01/2021 |
Precedenti posizioni note di Tom Carr
Società | Posizione | Fine |
---|---|---|
CHARLES SCHWAB | Corporate Officer/Principal | 31/05/2002 |
Formazione di Tom Carr
University of California San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
CHARLES SCHWAB | Finance |
Aziende private | 1 |
---|---|
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |
- Borsa valori
- Insiders
- Tom Carr