Tom Hanlon
Directeur en chef des Investissements chez Courier Capital LLC
Profil
Mr. Thomas J.
Hanlon, CFA MBA, is an Executive Vice President of Wealth Management & Co-Chief Investment Officer at Courier Capital LLC.
In addition to managing research activities, he is part of the Firm’s investment strategy group and is responsible for portfolio management.
Prior to joining Courier Capital, he was a Vice President & Senior Portfolio Manager and Regional Manager for M&T Bank’s Private Client Services.
He was responsible for managing investment portfolios for high net worth clients, institutions, foundations, and employee benefit plans.
He also managed the Trust & Estates, Employee Benefit, and Portfolio Management sales and client servicing teams for the Western New York region of the Private Client Services group.
Previously, he was a Vice President & Senior Portfolio Manager with HSBC Bank, USA where in addition to managing client portfolios, he also served as Chairman for the regional Trust Investment Compliance Committee and provided financial planning services for high net worth clients.
Mr. Hanlon holds a B.S.
degree in Business Management from Canisius College and earned his M.B.A.
in Finance from the State University of New York at Buffalo.
Postes actifs de Tom Hanlon
| Sociétés | Poste | Début |
|---|---|---|
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Directeur en chef des Investissements | 24/10/2023 |
Anciens postes connus de Tom Hanlon
| Sociétés | Poste | Fin |
|---|---|---|
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Formation de Tom Hanlon
| Canisius College | Undergraduate Degree |
| State University of New York at Buffalo Law School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
