Tom Searson
Keine laufenden Positionen mehr
Profil
Mr. Thomas M.
Searson, CFA MBA, is a Co-Founder & Principal at Providence Capital Advisors LLC.
He directs the investment process at Providence Capital and is responsible for security selection within the portfolios.
Prior to co-founding Providence Capital Advisors, Mr. Searson served as Managing Director and Portfolio Manager at Willingdon Wealth Management for 10 years.
He was the Lead Portfolio Manager on the Covered Call and Income Portfolio strategies, as well as a Supporting Analyst on the Core Equity strategy.
For approximately half of his tenure at Willingdon, he was also the lead Fixed Income Portfolio Manager.
Prior to beginning his investment career, he worked for Ernst and Young LLP in Chicago providing audit services for public and private clients in all industries with a focus on the retail, distribution, and manufacturing segment.
He received his undergraduate degree in Accounting from the University of Notre Dame in 1998.
He received his Masters in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2004 with a concentration in Investment Management.
He is a CFA charterholder, a Certified Public Accountant, and a member of the CFA Society of North Carolina.
Aktive Positionen von Tom Searson
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Ehemalige bekannte Positionen von Tom Searson
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Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Corporate Officer/Principal | - |
Willingdon Wealth Management LLC
 Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Compliance Officer | - |
Ausbildung von Tom Searson
| The University of North Carolina at Chapel Hill | Masters Business Admin |
| University of Notre Dame | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 3 |
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Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Willingdon Wealth Management LLC
Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Finance |
