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Tom Nowariak
Analyst-Equity bei
Sequoia Financial Advisors LLC
Profil
Mr. Thomas P.
Nowariak is an Associate Director & Portfolio Analyst at Sequoia Financial Advisors LLC.
Mr. Nowariak was previously employed as a Trading Manager by Carlson Capital Management LLC.
He received his undergraduate degree from the University of Minnesota Duluth.
Aktive Positionen von Tom Nowariak
| Unternehmen | Position | Beginn |
|---|---|---|
Sequoia Financial Advisors LLC
 Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Analyst-Equity | 01.04.2025 |
Ehemalige bekannte Positionen von Tom Nowariak
| Unternehmen | Position | Ende |
|---|---|---|
Carlson Capital Management LLC
 Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities. | Trading-Equity | 01.04.2025 |
Ausbildung von Tom Nowariak
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
3
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
University of Minnesota Duluth
 University of Minnesota Duluth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC Investment ManagersFinance SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance. | Finance |
Carlson Capital Management LLC
Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities. | Finance |
