Tom Healy
Gestionnaire de Portefeuille-Actions chez United Asset Strategies, Inc.
Profil
Mr. Thomas F.
Healy, III, is a Chief Portfolio Strategist at United Asset Strategies, Inc. He has more than 27 years of investment industry experience.
He joined the firm in 2015 as a Portfolio Manager and Investment Counselor.
Mr. Healy spent the last 18 years at Bessemer, most recently as Director of Client Portfolio Analysis, where he was focused on client portfolio review and construction, comprehensive transition management and the diversification of concentrated positions.
Mr. Healy also held the positions of Deputy Research Director and Senior Equity Analyst covering a variety of sectors including Energy, MLPs, Media and Telecomm Services.
He began his career at Smith Barney, which is now a part of Morgan Stanley Smith Barney LLC.
Mr. Healy received his Bachelor of Science in Economics from State University of New York at Albany.
Postes actifs de Tom Healy
| Sociétés | Poste | Début |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Tom Healy
| Sociétés | Poste | Fin |
|---|---|---|
Bessemer Investment Management LLC
 Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions. | Analyst-Equity | - |
Formation de Tom Healy
| State University of New York at Albany | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bessemer Investment Management LLC
Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |