Brian Thomas, Cfa Email & Phone Number

Brian Thomas is a seasoned investment professional and tireless student of financial markets, with a talent for simplifying complex concepts. He is a graduate of the Wharton School of the University of Pennsylvania with a BS in Economics and holds the Chartered Financial Analyst designation. His writings have been published in Barron’s, CNBC and other media outlets.Brian’s relationship with Anthony Glomski began in 2000, and he joined Anthony early in the formation of AG Asset Advisory. The two share a passion for translating knowledge and experience into meaningful client relationships.In his lengthy career, Brian has worked with numerous entrepreneurs and business owners, assessing their unique needs and helping them achieve their goals. He’s established and managed private foundations, qualified plans, and charitable trusts—and customized the hedging and exits of highly concentrated stock positions.Previously, Brian was a portfolio manager at Concord Investment Counsel. It was there that he developed a strong investment philosophy: portfolio construction should be driven by asset allocation, focused on a correct understanding of value and risk management. Previously he was a professional market maker and member of the Pacific Exchange in San Francisco, dealing exclusively in the technology sector during the late 90s boom.Brian is a native of Southern California where he resides with his wife and son. Together they support Project Hope Alliance, Lion’s Heart and other local charities. In his free time he enjoys hiking, paddle boarding, and astronomy.

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  University Of Pennsylvania - The Wharton School

  Economics