Tom Sheehan Email & Phone Number

With over 18 years of experience in the asset management industry, I am a passionate and versatile portfolio manager and compliance officer at Round Oak Capital, a boutique investment firm that provides customized solutions for high-net-worth clients. My core competencies include investment research and selection, valuation, capital markets, and firm compliance and accounting. I am driven by the mission of helping clients achieve their financial goals and objectives, while adhering to the highest standards of ethics and integrity. I bring diverse perspectives and experiences to the team, as I have worked with various asset classes, sectors, and geographies throughout my career.As a portfolio manager and compliance officer at Round Oak Capital since 2010, I am responsible for managing and overseeing the firm's investment portfolios, as well as ensuring compliance with all regulatory and legal requirements. I conduct in-depth research and analysis on various equity, fixed income, and real estate securities, and make strategic decisions based on the clients' risk profiles, preferences, and needs. I also monitor and report on the performance and risk of the portfolios, and communicate effectively with clients and stakeholders. In addition, I handle the firm's accounting, auditing, and tax matters, and implement and maintain policies and procedures to ensure compliance with all relevant laws and regulations. I leverage my skills in investments, valuation, capital markets, and compliance to deliver optimal results for the firm and the clients.

Listed skills include Venture Capital, Investments, Business Strategy, Start Ups, and 10 others.