Thomas Lupone Email & Phone Number

With over 25 years of experience in the financial industry, I am a senior investment consultant at Prime Buchholz, a leading independent investment advisory firm. I provide tailored investment solutions for a diverse range of clients, including endowments, foundations, charitable organizations, pensions, and family offices. I am passionate about helping my clients achieve their financial goals and fulfill their missions, while adhering to the highest ethical and professional standards.At Prime Buchholz, I work with a team of experts to design, implement, and monitor customized investment portfolios that align with the client's objectives, risk tolerance, and values. I leverage my skills in financial modeling, valuation, and asset management to conduct rigorous research, analysis, and due diligence on various asset classes, managers, and strategies. I also advise my clients on best practices, market trends, and opportunities, and communicate effectively and transparently with them on a regular basis. I have successfully delivered investment solutions that have enhanced the performance and sustainability of my client's portfolios.

Listed skills include Investments, Financial Modeling, Portfolio Management, Asset Management, and 6 others.