Profil
Dr. Thomas J.
Steffanci is a Chief Executive Officer at Galeri Caernarfon Cyf and a Senior Portfolio Manager at BFSG LLC.
His main responsibilities include portfolio management and strategy, and economic and investment research.
Prior to joining our team, he was involved in portfolio management and strategy at Trust Company of the West, Fidelity Investments, AER Advisors, Inc and Glencrest Investment Advisors, Inc.
Dr. Steffanci earned a PhD in Monetary Economics from the University of Connecticut in 1978, a master’s degree in Economics and Finance from the University of New Hampshire in 1968 and a bachelor’s degree in Economics from Providence College in 1966.
Postes actifs de Tom J. Steffanci
| Sociétés | Poste | Début |
|---|---|---|
Galeri Caernarfon Cyf
 Galeri Caernarfon Cyf Movies/EntertainmentConsumer Services Galeri Caernarfon Cyf is a private company based in Caernarfon, UK. Galeri Caernarfon Cyf provides advance planning rules, policies, and access to a gallery, parking, and projects for families. Galeri Caernarfon Cyf hosts various events, including music performances, art exhibitions, and summer sessions. The company's location is at Dock Victoria, Caernarfon, Gwynedd, LL55 1SQ. The British company also offers connections, news archives, and news links. The company was founded in 1992, and Thomas Joseph Steffanci has been the CEO of the company since 2023. | Directeur Général | 08/04/2023 |
BFSG LLC
 BFSG LLC Investment ManagersFinance Founded in 1990, BFSG LLC is a an SEC-registered investment advisor located in Irvine, California. In Jamuary 2017, BFSG's parent company, Focus Operating LLC, acquired Pacwest Financial Management, Inc., an SEC-registered investment advisor. Pacwest Financial Management, Inc. and BFSG have been merged into a single registered investment adviser, BFSG LLC, doing business as Benefit Financial Services Group (BFSG). BFSG has two divisions: BFS Institutional Services and BFS Wealth Management. Pacwest operates as a unit of BFS Wealth Management, doing business as Pacwest and Pacwest, a part of the BFS Wealth Management division. BFSG's clients include individuals, high net-worth individuals, pooled investment vehicles, pension and profiting sharing plans, charitable organizations, and corporations or other businesses. | Analyst-Equity | 01/07/2018 |
Anciens postes connus de Tom J. Steffanci
| Sociétés | Poste | Fin |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Corporate Officer/Principal | - |
AER Advisors, Inc.
 AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Gestionnaire de Portefeuille-Actions | - |
Glencrest Investment Advisors, Inc.
 Glencrest Investment Advisors, Inc. Investment ManagersFinance Glencrest Investment Advisors, Inc. is a registered investment advisor firm located in Claremont, California. They are a subsidiary of PFF Bancorp, Inc. (NYSE: PFB) | President | - |
Formation de Tom J. Steffanci
| Providence College | Undergraduate Degree |
| University of Connecticut | Doctorate Degree |
| University of New Hampshire | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Finance |
AER Advisors, Inc.
AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Glencrest Investment Advisors, Inc.
Glencrest Investment Advisors, Inc. Investment ManagersFinance Glencrest Investment Advisors, Inc. is a registered investment advisor firm located in Claremont, California. They are a subsidiary of PFF Bancorp, Inc. (NYSE: PFB) | Finance |
BFSG LLC
BFSG LLC Investment ManagersFinance Founded in 1990, BFSG LLC is a an SEC-registered investment advisor located in Irvine, California. In Jamuary 2017, BFSG's parent company, Focus Operating LLC, acquired Pacwest Financial Management, Inc., an SEC-registered investment advisor. Pacwest Financial Management, Inc. and BFSG have been merged into a single registered investment adviser, BFSG LLC, doing business as Benefit Financial Services Group (BFSG). BFSG has two divisions: BFS Institutional Services and BFS Wealth Management. Pacwest operates as a unit of BFS Wealth Management, doing business as Pacwest and Pacwest, a part of the BFS Wealth Management division. BFSG's clients include individuals, high net-worth individuals, pooled investment vehicles, pension and profiting sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Galeri Caernarfon Cyf
Galeri Caernarfon Cyf Movies/EntertainmentConsumer Services Galeri Caernarfon Cyf is a private company based in Caernarfon, UK. Galeri Caernarfon Cyf provides advance planning rules, policies, and access to a gallery, parking, and projects for families. Galeri Caernarfon Cyf hosts various events, including music performances, art exhibitions, and summer sessions. The company's location is at Dock Victoria, Caernarfon, Gwynedd, LL55 1SQ. The British company also offers connections, news archives, and news links. The company was founded in 1992, and Thomas Joseph Steffanci has been the CEO of the company since 2023. | Consumer Services |
