Thomas J. Walsh, Cfa

Thomas J. Walsh, Cfa Email and Phone Number

President/Financial Advisor at Walsh Asset Management @ Walsh Asset Management, LLC
Thomas J. Walsh, Cfa's Location
Cincinnati, Ohio, United States, United States
Thomas J. Walsh, Cfa's Contact Details

Thomas J. Walsh, Cfa work email

Thomas J. Walsh, Cfa personal email

About Thomas J. Walsh, Cfa

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

Thomas J. Walsh, Cfa's Current Company Details
Walsh Asset Management, LLC

Walsh Asset Management, Llc

View
President/Financial Advisor at Walsh Asset Management
Thomas J. Walsh, Cfa Work Experience Details
  • Walsh Asset Management, Llc
    Owner
    Walsh Asset Management, Llc Dec 1999 - Present
    Cincinnati, Oh, Us
    We 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.
  • The Ultimate Sports List At Tusl.Com
    Founder
    The Ultimate Sports List At Tusl.Com May 2010 - Present
    Cincinnati, Oh, Us
    The 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.
  • Miami University
    Visiting Professor Of Finance
    Miami University Jan 2000 - May 2002
    Oxford, Oh, Us
    Taught Principles of Investments and Securities Markets (Fin 401) to seniors and graduate students.
  • Axa Advisors, Llc
    Registered Representative
    Axa Advisors, Llc Feb 1999 - Nov 1999
    New York, Ny, Us
  • Usi Insurance Services
    Investment Director
    Usi Insurance Services Oct 1996 - Feb 1999
    Valhalla, Ny, Us
  • Everen Securities
    Regional Vice President
    Everen Securities Apr 1995 - Jan 1996
  • Fifth Third Securities
    Sales Manager
    Fifth Third Securities Mar 1993 - Apr 1995
    Us
  • Keybanc Capital Markets
    Registered Representative
    Keybanc Capital Markets Feb 1992 - Mar 1993
    Cleveland, Oh, Us
  • Pnc
    Trust Investments
    Pnc 1986 - 1990
    Pittsburgh, Pennsylvania, Us
  • Fifth Third Bank
    Securities Representative
    Fifth Third Bank Feb 1985 - Feb 1986
    Cincinnati, Ohio, Us

Thomas J. Walsh, Cfa Skills

Investment Advisory Asset Allocation Retirement Financial Advisory Finra Mutual Funds Investment Strategies Series 7 Insurance Online Advertising Microsoft Excel Team Leadership Selling Leadership Development Analytics Sports Investments

Thomas J. Walsh, Cfa Education Details

  • Michigan State University - Eli Broad College Of Business
    Michigan State University - Eli Broad College Of Business
    Finance
  • Miami University Farmer School Of Business
    Miami University Farmer School Of Business
    Finance

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.