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Tom Nowariak
Trading-Equity chez Carlson Capital Management LLC
Profil
Mr. Thomas P.
Nowariak is an Trading Manager at Carlson Capital Management LLC.
As part of the investment team, he is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, making recommendations for portfolios when out of alignment with models, reviewing daily cash positions, and placing trades through the custodial trading platform.
He is also responsible for key activities that support the firm’s data management and custodial relationships.
Mr. Nowariak is a graduate of the University of Minnesota-Duluth where he graduated summa cum laude with a degree in Financial Markets - Finance.
Postes actifs de Tom Nowariak
Sociétés | Poste | Début |
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Carlson Capital Management LLC
![]() Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Trading-Equity | - |
Formation de Tom Nowariak
University of Minnesota Duluth | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Carlson Capital Management LLC
![]() Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Finance |