Michael Lorne Thomas
Directeur de la Recherche - Actions chez Advisor Resource Council LLC
Profil
Mr. Michael L.
Thomas is a Senior Portfolio Manager & Director of Research at Advisor Resource Council LLC.
He is also a co-founder of ARC AIQ Asset Management and serves as a resource person to all ARC advisors and works with the investment committee on risk management, idea generation, investment solution design, and implementation.
Mr. Thomas has over 30 years of financial services experience and joined Advisor Resource Council in 2020 from Falcon Point Capital, LLC where he was a Senior Portfolio Manager and one of the founding partners.
Prior to joining Falcon Point, he worked as part of a team managing small cap equity strategies for Dresdner RCM Global Investors (now part of Allianz Global Investors).
He also worked as a sell side research analyst covering various segments of the computer services industry for both Salomon Smith Barney and Montgomery Securities and as a consultant for Andersen Consulting (now known as Accenture).
Mr. Thomas earned a Bachelor of Arts degree in Finance, Magna Cum Laude, from Loyola University in Maryland and an MBA with Honors from Columbia Business School.
Postes actifs de Michael Lorne Thomas
| Sociétés | Poste | Début |
|---|---|---|
Advisor Resource Council LLC
 Advisor Resource Council LLC Investment ManagersFinance Advisor Resource Council LLC (ARC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2012 as 360 Wealth Management LLC. ARC provides asset management services, financial planning and consulting, retirement plan consulting, and referrals to third party money managers. | Directeur de la Recherche - Actions | 01/01/2020 |
Anciens postes connus de Michael Lorne Thomas
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Accenture Ltd.
 Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Accenture Ltd. provides services to management consulting, technology services and outsourcing organizations. It provides management consulting, technology, systems integration and outsourcing services and solutions to the communications, electronics, high technology, media and entertainment industries. The company was founded in 1984 and is headquartered in Hamilton, Bermuda. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Analyst-Equity | - |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | - |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Michael Lorne Thomas
| Loyola University Maryland, Inc. | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Falcon Point Capital LLC
 Falcon Point Capital LLC Investment ManagersFinance Falcon Point Capital LLC (Falcon Point) is an independent investment manager headquartered in Orinda, California. The firm was founded in 1986 and formerly known as Emerging Growth Management LLC and EGM Capital LLC. Falcon Point serves as the general partner of investment limited partnerships and serves as the investment adviser to other accounts. | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
| Montgomery Securities, Inc. | Finance |
Accenture Ltd.
Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Accenture Ltd. provides services to management consulting, technology services and outsourcing organizations. It provides management consulting, technology, systems integration and outsourcing services and solutions to the communications, electronics, high technology, media and entertainment industries. The company was founded in 1984 and is headquartered in Hamilton, Bermuda. | Commercial Services |
| Smith Barney Asset Management | Finance |
Advisor Resource Council LLC
Advisor Resource Council LLC Investment ManagersFinance Advisor Resource Council LLC (ARC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2012 as 360 Wealth Management LLC. ARC provides asset management services, financial planning and consulting, retirement plan consulting, and referrals to third party money managers. | Finance |