Tom Taranto
Gestionnaire de Portefeuille-Actions chez HBK Sorce Advisory LLC
Profil
Mr. Thomas J.
Taranto is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He joined the firm in 2011 and has extensive experience working with high net-worth families on comprehensive financial planning, estate planning, insurance planning and asset management services.
He is a member of the Financial Planning Association and serves on the Board of Canfield Presbyterian Church.
He also serves as Treasurer of the Canfield Soccer Club.
He organizes the annual Steve Speece Memorial Triathlon and Picnic and the Pancreatic Cancer Action Network.
He has worked with a wide array of clients, including institutional investors, major donors, small businesses and non-profit organizations.
He specializes in finding solutions for business and land owners seeking unique financial planning.
Specifically, he has helped many clients capitalize on oil, gas and other energy-related investments in order to maximize the yield of their ventures.
Prior to joining HBK Sorce Advisory in 2011, Mr. Taranto was employed by Budros, Ruhlin & Roe, Inc., Alltel Communications LLC, Toyota Motor Manufacturing North America, Inc., and The Sherwin-Williams Co., and an Assistant by Columbus State Community College.
Mr. Taranto earned a Bachelor of Science in Business Administration in Marketing and Logistics from The Ohio State University’s Fisher College of Business and a Master of Arts in Higher Education Administration, also from The Ohio State University.
He is a Certified Financial Planner and an Accredited Investment Fiduciary.
Postes actifs de Tom Taranto
| Sociétés | Poste | Début |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de Tom Taranto
| Sociétés | Poste | Fin |
|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Corporate Officer/Principal | 31/01/2011 |
Alltel Communications LLC
 Alltel Communications LLC Wireless TelecommunicationsCommunications Alltel Communications LLC provides telecommunications equipment and services. It provides the connections for wireline, wireless, cable, broadcast and enterprise networks around the world. The company's network infrastructure equipment and professional services enable internet, data, video and voice services to residential, business and mobile subscribers. Alltel Communications was founded in 1943 and is headquartered in Little Rock, AR. | Corporate Officer/Principal | 30/04/2003 |
Toyota Motor Manufacturing North America, Inc.
 Toyota Motor Manufacturing North America, Inc. Motor VehiclesConsumer Durables Toyota Motor Manufacturing North America, Inc. manufactured automobiles and its parts. It used to manage the various North American manufacturing operations of Toyota Motor Corporation. The company also had manufacturing operations in Alabama, Indiana, Kentucky, Texas and West Virginia. It had two plants in Canada and a parts manufacturing facility in Mexico. It was established in 1996 and headquartered in Erlanger, KY. | Corporate Officer/Principal | 30/09/2001 |
| THE SHERWIN-WILLIAMS COMPANY | Corporate Officer/Principal | 30/06/2001 |
| Columbus State Community College (Ohio) | Corporate Officer/Principal | - |
Formation de Tom Taranto
| The Ohio State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| THE SHERWIN-WILLIAMS COMPANY | Process Industries |
| Entreprise privées | 4 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
Alltel Communications LLC
Alltel Communications LLC Wireless TelecommunicationsCommunications Alltel Communications LLC provides telecommunications equipment and services. It provides the connections for wireline, wireless, cable, broadcast and enterprise networks around the world. The company's network infrastructure equipment and professional services enable internet, data, video and voice services to residential, business and mobile subscribers. Alltel Communications was founded in 1943 and is headquartered in Little Rock, AR. | Communications |
Toyota Motor Manufacturing North America, Inc.
Toyota Motor Manufacturing North America, Inc. Motor VehiclesConsumer Durables Toyota Motor Manufacturing North America, Inc. manufactured automobiles and its parts. It used to manage the various North American manufacturing operations of Toyota Motor Corporation. The company also had manufacturing operations in Alabama, Indiana, Kentucky, Texas and West Virginia. It had two plants in Canada and a parts manufacturing facility in Mexico. It was established in 1996 and headquartered in Erlanger, KY. | Consumer Durables |
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |