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Thomas Healy, Cfa Email & Phone Number
Senior Investment Analyst
at
PFW Advisors
1 work email found
@ironcapitaladvisors.com
2 phones found area 312 and 404
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Analyst
Location
Atlanta, Georgia, United States
Company size
Who is Thomas Healy, Cfa? Overview
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Quick answer
Thomas Healy, Cfa is listed as Senior Investment Analyst at PFW Advisors, a company with 4 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at ironcapitaladvisors.com, phone signal with area code 312, 404, and a matched LinkedIn profile for Thomas Healy, Cfa.
Thomas Healy, Cfa previously worked as Portfolio Manager at Pfw Advisors and Senior Investment Analyst at Iron Capital Advisors Inc.. Thomas Healy, Cfa holds Bachelor’S Degree, Finance from Georgia State University - J. Mack Robinson College Of Business.
Company email context
Email format at PFW Advisors
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*@ironcapitaladvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Thomas Healy, Cfa. Compare company email patterns before reaching out.
Profile bio
About Thomas Healy, Cfa
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."
Listed skills include Microsoft Excel, Financial Analysis, Economics, Leadership, and 6 others.
Current workplace
Thomas Healy, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Pfw Advisors
10 roles
Thomas Healy, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Jul 2024 - Present
Senior Investment Analyst
Jan 2024 - Jul 2024
Senior Investment Analyst
- 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
Sep 2021 - Jan 2024
Investment Analyst
Jul 2017 - Sep 2021
Consulting Co-Op
- 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
Jan 2017 - May 2017
Chief Investment Officer
Georgia State Student Investment Fund
- 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
Dec 2015 - May 2017
Equity Research Analyst
Cfa Institute Research Challenge
- 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
Nov 2016 - Feb 2017
Intern
The Japan-America Society Of Georgia
- 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
May 2016 - Jan 2017
Finance & Accounting Tutor
Self-Employed
- 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.
Jun 2014 - Jan 2017
1 education record
Thomas Healy, Cfa education
-
Georgia State University - J. Mack Robinson College Of Business
FAQ
Frequently asked questions about Thomas Healy, Cfa
Quick answers generated from the profile data available on this page.
What company does Thomas Healy, Cfa work for?
Thomas Healy, Cfa works for PFW Advisors.
What is Thomas Healy, Cfa's role at PFW Advisors?
Thomas Healy, Cfa is listed as Senior Investment Analyst at PFW Advisors.
What is Thomas Healy, Cfa's email address?
AeroLeads has found 1 work email signal at @ironcapitaladvisors.com for Thomas Healy, Cfa at PFW Advisors.
What is Thomas Healy, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 312, 404 for Thomas Healy, Cfa at PFW Advisors.
Where is Thomas Healy, Cfa based?
Thomas Healy, Cfa is based in Atlanta, Georgia, United States while working with PFW Advisors.
What companies has Thomas Healy, Cfa worked for?
Thomas Healy, Cfa has worked for Pfw Advisors, Iron Capital Advisors Inc., Ryerson, Georgia State Student Investment Fund, and Cfa Institute Research Challenge.
Who are Thomas Healy, Cfa's colleagues at PFW Advisors?
Thomas Healy, Cfa's colleagues at PFW Advisors include Kirsten Maxwell.
How can I contact Thomas Healy, Cfa?
You can use AeroLeads to view verified contact signals for Thomas Healy, Cfa at PFW Advisors, including work email, phone, and LinkedIn data when available.
What schools did Thomas Healy, Cfa attend?
Thomas Healy, Cfa holds Bachelor’S Degree, Finance from Georgia State University - J. Mack Robinson College Of Business.
What skills is Thomas Healy, Cfa known for?
Thomas Healy, Cfa is listed with skills including Microsoft Excel, Financial Analysis, Economics, Leadership, Microsoft Word, Powerpoint, Teamwork, and Public Speaking.
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