Thomas Richard Holt
Stratège de marché chez Legacy Advisors LLC
Profil
Mr. Thomas R.
Holt is a Chief Investment Strategist at Legacy Advisors LLC.
He provides the expertise needed to fulfill investment management and strategic wealth planning objectives.
Mr. Holt was previously employed as a Managing Director by 1838 Investment Advisors LP, an Analyst by Fred Alger Management, Inc., an Analyst by McHugh Associates, Inc., and an Analyst by Prudential Securities.
He received his undergraduate degree from the University of Richmond.
Postes actifs de Thomas Richard Holt
| Sociétés | Poste | Début |
|---|---|---|
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Stratège de marché | 01/01/2006 |
Anciens postes connus de Thomas Richard Holt
| Sociétés | Poste | Fin |
|---|---|---|
1838 Investment Advisors LP
 1838 Investment Advisors LP Investment ManagersFinance In the year 1838, Francis Drexel founded Drexel and Company in Philadelphia. 1838 Investment Advisors LLC is the successor to Drexel. 1838 manages portfolios for corporate and public employee benefit plans, Taft Hartley funds, hospitals, foundations, endowments, insurance organizations and high net worth individuals. 1838 is a subsidiary of MBIA, Inc. (NYSE: MBI) | Head-Equity Investments | 16/08/2005 |
McHugh Associates, Inc.
 McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Analyst-Equity | 01/10/2003 |
Fred Alger Management LLC
 Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Analyst-Equity | 01/10/2003 |
| Prudential Securities | Analyst-Equity | 01/10/2003 |
Formation de Thomas Richard Holt
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fred Alger Management LLC
Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Finance |
1838 Investment Advisors LP
1838 Investment Advisors LP Investment ManagersFinance In the year 1838, Francis Drexel founded Drexel and Company in Philadelphia. 1838 Investment Advisors LLC is the successor to Drexel. 1838 manages portfolios for corporate and public employee benefit plans, Taft Hartley funds, hospitals, foundations, endowments, insurance organizations and high net worth individuals. 1838 is a subsidiary of MBIA, Inc. (NYSE: MBI) | Finance |
| Prudential Securities | Finance |
McHugh Associates, Inc.
McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |