Tom Taranto

Tom Taranto

Portfolio Manager-Aktien bei 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.
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.

Aktive Positionen von Tom Taranto

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2011
Alle aktiven Positionen von Tom Taranto

Ehemalige bekannte Positionen von Tom Taranto

UnternehmenPositionEnde
Corporate Officer/Principal 31.01.2011
Corporate Officer/Principal 30.04.2003
Corporate Officer/Principal 30.09.2001
THE SHERWIN-WILLIAMS COMPANY Corporate Officer/Principal 30.06.2001
Columbus State Community College (Ohio) Corporate Officer/Principal -
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Ausbildung von Tom Taranto

The Ohio State University Graduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

16

Beziehungen ersten Grades

7

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Börsennotierte Unternehmen1
THE SHERWIN-WILLIAMS COMPANY

Process Industries

Private Unternehmen4

Finance

Consumer Durables

Communications

Finance

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  3. Tom Taranto
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