![Tom Carr](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Thomas K.
Carr, Jr., is a Partner & Chief Compliance Officer at Gould Asset Management LLC.
His primary responsibilities include compliance oversight, portfolio management, investor reporting, and relationship management with clients and financial advisors.
As a portfolio manager, he plays a lead role in the fixed income area and has been instrumental in establishing and maintaining Gould’s high level of client service.
Prior to joining Gould Asset Management, he was a senior investment specialist with Charles Schwab & Co., where he provided financial planning and investment advice for nine years.
He has a BA in Management Science from the University of California at San Diego and holds both the Certified Financial Planner (CFP®) and Accredited Estate Planner certifications.
Actieve functies van Tom Carr
Bedrijven | Functie | Begin |
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Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Compliance Officer | 01-01-2021 |
Eerdere bekende functies van Tom Carr
Bedrijven | Functie | Einde |
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CHARLES SCHWAB | Corporate Officer/Principal | 31-05-2002 |
Opleiding van Tom Carr
University of California San Diego | Undergraduate Degree |
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Beursgenoteerde bedrijven | 1 |
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CHARLES SCHWAB | Finance |
Bedrijven in privébezit | 1 |
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Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |