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Thomas Higgins Email & Phone Number
Chief Operating Officer and Portfolio Manager
at
Balanced Rock Investment Advisors
1 work email found
@edelmanfinancial.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer and Portfolio Manager
Location
Boston, Massachusetts, United States
Company size
Who is Thomas Higgins? Overview
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Quick answer
Thomas Higgins is listed as Chief Operating Officer and Portfolio Manager at Balanced Rock Investment Advisors, a company with 5 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Thomas Higgins.
Thomas Higgins previously worked as Chief Operating Officer & Portfolio Manager at Balanced Rock Investment Advisors and Independent Consultant - RIA & Wealth Management at Independent Consultant. Thomas Higgins holds Bachelor Of Science (B.S.), Finance & Economics from Stonehill College.
Company email context
Email format at Balanced Rock Investment Advisors
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{first_initial}{last}@edelmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Thomas Higgins. Compare company email patterns before reaching out.
Profile bio
About Thomas Higgins
Dynamic Financial Services leader, achieving results through strategic planning and high-touch relationship building. Robust understanding of Brokerage and Advisory business models, the competitive landscape of the Wealth Management industry, as well as new products, services, and technology impacting B/Ds, RIAs, Advisors and their clients. Keen understanding of fiduciary and best interest standards, and the regulatory impact across the industry. Securities Licenses: Series 7, Series 66 (combined 63/65) P&L Management | Product Management | Business Development | Investment Management | Asset Allocation Modeling | Asset Management | Financial Modeling | Sales and Marketing Strategies | Market Research | Practice Management | Portfolio Analysis | Product Development | Financial Planning | Valuations | Mutual Funds | Exchange Traded Products | Separately Managed Accounts | Retirement Plans | Robo-Advice Platforms
Listed skills include Financial Modeling, Financial Analysis, Finance, Investments, and 46 others.
Current workplace
Thomas Higgins's current company
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Balanced Rock Investment Advisors
9 roles
Thomas Higgins work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer & Portfolio Manager
Current
Dec 2021 - Present
Independent Consultant - Ria & Wealth Management
Independent Consultant to leading Investment Advisors, Asset Managers, Broker-Dealers and Fintech firms.Areas of expertiseManaged AccountsInvestment Products & VehiclesDistribution, Sales & MarketingTAMPS / Investment & Advisory PlatformsWealth Management Industry TrendsClearing, Custody & Brokerage ServicesThought Leadership and Practice.
Aug 2020 - Feb 2022
Principal, Business Consultant
Jul 2019 - Aug 2020
Director, Head Of Wealth Management Platform
Jul 2016 - Sep 2018
Vice President, Product Management And Strategy
Mar 2015 - Jul 2016
Investment Analyst
Jan 2013 - Mar 2015
Senior Consultant, Financial Analyst
Nov 2012 - Jan 2013
Senior Consultant & Financial Analyst
Sep 2010 - Mar 2012
2 education records
Thomas Higgins education
Bachelor Of Science (B.S.), Finance & Economics
Study Abroad, International Business Management And Economics
FAQ
Frequently asked questions about Thomas Higgins
Quick answers generated from the profile data available on this page.
What company does Thomas Higgins work for?
Thomas Higgins works for Balanced Rock Investment Advisors.
What is Thomas Higgins's role at Balanced Rock Investment Advisors?
Thomas Higgins is listed as Chief Operating Officer and Portfolio Manager at Balanced Rock Investment Advisors.
What is Thomas Higgins's email address?
AeroLeads has found 1 work email signal at @edelmanfinancial.com for Thomas Higgins at Balanced Rock Investment Advisors.
Where is Thomas Higgins based?
Thomas Higgins is based in Boston, Massachusetts, United States while working with Balanced Rock Investment Advisors.
What companies has Thomas Higgins worked for?
Thomas Higgins has worked for Balanced Rock Investment Advisors, Independent Consultant, Edelman Financial Engines, Ameritas Investment Corp., and Santander Us.
Who are Thomas Higgins's colleagues at Balanced Rock Investment Advisors?
Thomas Higgins's colleagues at Balanced Rock Investment Advisors include Laura M. Daniels, Cfp® and Brian Doherty.
How can I contact Thomas Higgins?
You can use AeroLeads to view verified contact signals for Thomas Higgins at Balanced Rock Investment Advisors, including work email, phone, and LinkedIn data when available.
What schools did Thomas Higgins attend?
Thomas Higgins holds Bachelor Of Science (B.S.), Finance & Economics from Stonehill College.
What skills is Thomas Higgins known for?
Thomas Higgins is listed with skills including Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Data Analysis, Bloomberg, and Financial Planning.
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