Tom Bergeron
Analyst-Equity bei Frost Investment Advisors LLC
Profil
Mr. Thomas A.
Bergeron, CFA MBA, is a Senior Fund Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Investment Advisors, LLC in 2014 and has over 23 years of investment experience.
As the lead manager of the Frost Value Equity strategy, he is directly responsible for stock selection, sector allocation and portfolio management.
Along with members of the equity value team, he is directly involved with conducting company due diligence and maintaining the valuation framework within the Large Cap Value Equity strategy.
Prior to joining the Adviser, Mr. Bergeron was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management.
He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance from Babson College.
Aktive Positionen von Tom Bergeron
Unternehmen | Position | Beginn |
---|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | 01.04.2014 |
Ehemalige bekannte Positionen von Tom Bergeron
Unternehmen | Position | Ende |
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Inference Capital Management LLC
Inference Capital Management LLC Investment ManagersFinance Founded by Michael Castleman, Inference Capital Management LLC is a hedge fund company manager located in Rye, New York | Direktor der Forschung - Eigenkapital | 31.12.2008 |
Ausbildung von Tom Bergeron
University of Vermont | Undergraduate Degree |
Babson College | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Inference Capital Management LLC
Inference Capital Management LLC Investment ManagersFinance Founded by Michael Castleman, Inference Capital Management LLC is a hedge fund company manager located in Rye, New York | Finance |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |