![Tom Bergeron](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Aktiva positioner av Tom Bergeron
| Företag | Position | Start |
|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income. | Analyst-Equity | 2014-04-01 |
Tidigare kända positioner av Tom Bergeron
| Företag | Position | Slut |
|---|---|---|
Inference Capital Management LLC
 Inference Capital Management LLC Investment ManagersFinance Inference Capital focuses on taking advantage of current value and longer-term fundamentals in the small- and micro-cap public markets by taking a private equity-like, active approach | Direktör för Forskning - Aktier | 2008-12-31 |
Tom Bergerons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
70
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Inference Capital Management LLC
Inference Capital Management LLC Investment ManagersFinance Inference Capital focuses on taking advantage of current value and longer-term fundamentals in the small- and micro-cap public markets by taking a private equity-like, active approach | Finance |
