Thomas J. Walsh, Cfa Email and Phone Number
Thomas J. Walsh, Cfa work email
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Thomas J. Walsh, Cfa personal email
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The President and founder of Walsh Asset Management, LLC, Tom has over thirty years experience in various areas of the investment business, including positions in portfolio management, research, trading and marketing. Tom is a registered principal and investment advisor representative of Cambridge Investment Research, Inc. He graduated from St. Xavier High School in Cincinnati, Miami University with a B.S, in business/ finance, and the Broad School of Management at Michigan State University, where he received an MBA in finance.Tom is a Chartered Financial Analyst (CFA) and a member of the Cincinnati Society of Financial Analysts. As a Visiting Instructor of Finance at Miami University, Tom taught Principles of Investments and Securities Markets to seniors and graduate students on the Oxford campus from 2000-02. His emphasis on the practical applications of investment analysis consistently earned him high ratings from his students. He advised the Green Envy Investment Club at Mariemont High School from 2008-13.Specialties: Investment Management; Retirement Planning; Business Retirement Plan Management.Registered Principal, with securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Walsh Asset Management, LLC and Cambridge are separate entities. Branch Address: 3914 Miami Road, Suite 201, Cincinnati, OH 45227 513.624.6618
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OwnerWalsh Asset Management, Llc Dec 1999 - PresentCincinnati, Oh, UsWe provide investment management for individuals, businesses, retirement plans and foundations. In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans.Bridging the investment management and retirement plan segments, we assist individuals in creating custom retirement plans. -
FounderThe Ultimate Sports List At Tusl.Com May 2010 - PresentCincinnati, Oh, UsThe Ultimate Sports List is a website for the sports traveler. Through fan voting, we have compiled a list of the world's 150 Greatest Sporting Events, and our users can interactively share and discuss their experiences at those events. In addition, they can check those that they have attended off their list and receive a rating based on the number and rank of the events they have attended. They can also create their own sports bucket list and share it with their friends via social media. -
Visiting Professor Of FinanceMiami University Jan 2000 - May 2002Oxford, Oh, UsTaught Principles of Investments and Securities Markets (Fin 401) to seniors and graduate students. -
Registered RepresentativeAxa Advisors, Llc Feb 1999 - Nov 1999New York, Ny, Us -
Investment DirectorUsi Insurance Services Oct 1996 - Feb 1999Valhalla, Ny, Us -
Regional Vice PresidentEveren Securities Apr 1995 - Jan 1996 -
Sales ManagerFifth Third Securities Mar 1993 - Apr 1995Us -
Registered RepresentativeKeybanc Capital Markets Feb 1992 - Mar 1993Cleveland, Oh, Us -
Trust InvestmentsPnc 1986 - 1990Pittsburgh, Pennsylvania, Us -
Securities RepresentativeFifth Third Bank Feb 1985 - Feb 1986Cincinnati, Ohio, Us
Thomas J. Walsh, Cfa Skills
Thomas J. Walsh, Cfa Education Details
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Michigan State University - Eli Broad College Of BusinessFinance -
Miami University Farmer School Of BusinessFinance
Frequently Asked Questions about Thomas J. Walsh, Cfa
What company does Thomas J. Walsh, Cfa work for?
Thomas J. Walsh, Cfa works for Walsh Asset Management, Llc
What is Thomas J. Walsh, Cfa's role at the current company?
Thomas J. Walsh, Cfa's current role is President/Financial Advisor at Walsh Asset Management.
What is Thomas J. Walsh, Cfa's email address?
Thomas J. Walsh, Cfa's email address is tj****@****mgt.com
What schools did Thomas J. Walsh, Cfa attend?
Thomas J. Walsh, Cfa attended Michigan State University - Eli Broad College Of Business, Miami University Farmer School Of Business.
What skills is Thomas J. Walsh, Cfa known for?
Thomas J. Walsh, Cfa has skills like Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Finra, Mutual Funds, Investment Strategies, Series 7, Insurance, Online Advertising, Microsoft Excel, Team Leadership.
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