Tom Taranto

Gestionnaire de Portefeuille-Actions chez

HBK Sorce Advisory LLC

Finance

Consumer Services

Process Industries

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.
He 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 HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return.	Gestionnaire de Portefeuille-Actions	01/01/2011

Tous les postes actifs de Tom Taranto

Anciens postes connus de Tom Taranto

Sociétés	Poste	Fin
BRR Opco LLC BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios.	Corporate Officer/Principal	31/01/2011
Alltel Communications LLC Alltel Communications LLC Wireless TelecommunicationsCommunications Provides radiotelephone communication services	Corporate Officer/Principal	30/04/2003
Toyota Motor Manufacturing North America, Inc. Toyota Motor Manufacturing North America, Inc. Motor VehiclesConsumer Durables Manufactures automobiles and its parts	Corporate Officer/Principal	30/09/2001
THE SHERWIN-WILLIAMS COMPANY	Corporate Officer/Principal	30/06/2001
Columbus State Community College (Ohio) Columbus State Community College (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

Voir l'expérience en détail de Tom Taranto

Formation de Tom Taranto

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Tom Taranto

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	7
The Sherwin-Williams Co. The Sherwin-Williams Co. Industrial SpecialtiesProcess Industries Develops, manufactures, distributes and sale of paints, coatings and related products	Process Industries
HBK Sorce Advisory LLC HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return.	Finance
Alltel Communications LLC Alltel Communications LLC Wireless TelecommunicationsCommunications Provides radiotelephone communication services	Communications
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Toyota Motor Manufacturing North America, Inc. Toyota Motor Manufacturing North America, Inc. Motor VehiclesConsumer Durables Manufactures automobiles and its parts	Consumer Durables
BRR Opco LLC BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios.	Finance
Columbus State Community College (Ohio) Columbus State Community College (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services