Thomas Healy, Cfa Email and Phone Number
Thomas Healy, Cfa work email
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Thomas Healy, Cfa personal email
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Thomas Healy, Cfa phone numbers
Thomas Healy, Cfa is a Senior Investment Analyst at PFW Advisors. He possess expertise in microsoft excel, financial analysis, economics, leadership, microsoft word and 5 more skills. He is proficient in Japanese. Colleagues describe him as "Thomas Healy ranks in the top 5.0% of all the smart, motivated students I've taught in my twenty plus years in university education. He's a leader and a team builder." and "Thomas is one of those "stand outs" that as a college professor you have once every five years! Impressive does not do justice to Thomas' skill set and capabilities. Tell him what you want and get out of his way! Thomas creates "value" with all his assignments and is fine on his own or working with a team. I appreciate this young man and look forward to reading about his accomplishments in the WSJ after he has graduated."
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Senior Investment AnalystPfw AdvisorsAtlanta, Ga, Us
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Portfolio ManagerPfw Advisors Jul 2024 - PresentAtlanta, Georgia, Us
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Senior Investment AnalystPfw Advisors Jan 2024 - Jul 2024Atlanta, Georgia, Us
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Senior Investment AnalystIron Capital Advisors Inc. Sep 2021 - Jan 2024Atlanta, Ga, Us● Provided ongoing research coverage on 40-45 stocks held in a $12 million growth-oriented equity portfolio, a $28 million income-oriented portfolio, and a $1.5 million aggressivegrowth portfolio ● Utilized company regulatory filings, guidance, and commentary, along with broader macro trends and third-party research, to recommend new stocks for purchase in client accounts● Collaborated with other investment committee staff on asset allocation & manager selection decisions impacting $4bn in client wealth invested in our mutual fund models● Executed investment decisions as primary trader -
Investment AnalystIron Capital Advisors Inc. Jul 2017 - Sep 2021Atlanta, Ga, Us
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Consulting Co-OpRyerson Jan 2017 - May 2017Chicago, Il, Us● Saved $100,000 in annuel rejection costs by eliminating errors in the transmission of customer order specifications● Researched five-industry forecasts in key customer industries in energy and manufacturing and summarized findings in a research report and presentation delivered to the heads of Ryerson's Southeastern division -
Chief Investment OfficerGeorgia State Student Investment Fund Dec 2015 - May 2017● Managed $550,000 long-only equity fund returning 64 bps above S&P 500● Covered industrials, basic materials & energy sectors, the latter two beating benchmarks by 300 bps● Mentored analyst team in valuation, research, and presentation skills● Won $56,500 in combined buy & sell pitches for five stocks, including Delta Airlines, C.H. Robinson Worldwide, and Franco-Nevada Corporation● Guided valuations on $67,000 worth of winning buy & sell pitches including Wells Fargo, Home Depot, Boeing, Anthem, and Pandora● Resolved chronic deficiencies in long-term performance tracking by transferring portfolio into Bloomberg
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Equity Research AnalystCfa Institute Research Challenge Nov 2016 - Feb 2017● Created detailed models of company revenues, seating capacity, fuel consumption, labor costs, and five-year pro forma financial statements to value company ● Prepared equity research report and delivered stock pitch to audiences of CFA charterholders● Coordinated meetings with faculty and professional advisors
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InternThe Japan-America Society Of Georgia May 2016 - Jan 2017● Raised $8,500 for local Japanese festival by selling imported snacks ● Supported eight events and programs, including dinner receptions hosting Japanese and American executives representing more than a dozen major corporations● Assisted with English language instruction for over 25 visiting Japanese students
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Finance & Accounting TutorSelf-Employed Jun 2014 - Jan 2017● Mentored over 35 Georgia State University students in financial statement analysis, proforma construction, and equity valuation● Enabled more than half of my clients to achieve a two letter grade improvement● Enabled almost all clients to achieve a one letter grade improvement● Entrusted with the Finance Department's official test review sessions in recognition of success.
Thomas Healy, Cfa Skills
Thomas Healy, Cfa Education Details
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Georgia State University - J. Mack Robinson College Of BusinessFinance
Frequently Asked Questions about Thomas Healy, Cfa
What company does Thomas Healy, Cfa work for?
Thomas Healy, Cfa works for Pfw Advisors
What is Thomas Healy, Cfa's role at the current company?
Thomas Healy, Cfa's current role is Senior Investment Analyst.
What is Thomas Healy, Cfa's email address?
Thomas Healy, Cfa's email address is az****@****ail.com
What is Thomas Healy, Cfa's direct phone number?
Thomas Healy, Cfa's direct phone number is (312) 292*****
What schools did Thomas Healy, Cfa attend?
Thomas Healy, Cfa attended Georgia State University - J. Mack Robinson College Of Business.
What are some of Thomas Healy, Cfa's interests?
Thomas Healy, Cfa has interest in Politics, Environment, Literature, Finance, Economics, Poverty Alleviation, Arts And Culture, History, Film.
What skills is Thomas Healy, Cfa known for?
Thomas Healy, Cfa has skills like Microsoft Excel, Financial Analysis, Economics, Leadership, Microsoft Word, Powerpoint, Teamwork, Public Speaking, Financial Modeling, Microsoft Powerpoint.
Who are Thomas Healy, Cfa's colleagues?
Thomas Healy, Cfa's colleagues are Kirsten Maxwell.
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