Chief Investment Officer And Senior Portfolio Manager
Talbot Financial, Llc
AeroLeads people directory · profile
Tom Swoffer, Cfa Email & Phone Number
Chief Investment Officer and Senior Portfolio Manager
at
Talbot Financial, LLC
1 work email found
@comcast.net
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Talbot Financial, LLC
Role
Chief Investment Officer and Senior Portfolio Manager
Location
Greater Seattle Area, United States, United States
Who is Tom Swoffer, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Swoffer, Cfa is listed as Chief Investment Officer and Senior Portfolio Manager at Talbot Financial, LLC, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Tom Swoffer, Cfa.
Tom Swoffer, Cfa previously worked as Chief Investment Officer / Senior Portfolio Manager at Talbot Financial, Llc and Portfolio Manager at Rw Baird Co Inc. Tom Swoffer, Cfa holds Mba, Finance And Financial Management Services from Uw Foster School Of Business.
Company email context
Email format at Talbot Financial, LLC
This section adds company-level context without repeating Tom Swoffer, Cfa's masked contact details.
*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Tom Swoffer, Cfa. Compare company email patterns before reaching out.
Profile bio
About Tom Swoffer, Cfa
Chief Investment Officer / Senior Portfolio Manager with a 20 year history of success in investment management, securities valuation, client service, business development, and relationship building. Investment Management / Portfolio Management and Private Wealth / High Net Worth Asset Management are particular strengths. Wealth of Investment Management experience with institutional / intermediary clients ranging from $20mil - $1bil in assets. Equity management and valuation expertise in Small Cap Core / Value and Large Cap Core / Value portfolios, with top quartile returns generated in Small Cap. Extensive Private Wealth experience managing diversified portfolios and relationships from $1mil - $200mil. Demonstrated success in portfolio management, asset gathering, client service & relationship building. Excel at helping clients meet / exceed their short and long term goals and objectives, maintaining low client turnover through strong relationship management, and driving new business growth. Specific skills and competencies include:Private Wealth• Managing diversified portfolios for private wealth relationships between $1mil - $200 mil.• Working with individuals, multi-generational families, foundations, and endowments.• Driving high client retention through establishment of strong bonding of trust.• Facilitating / leading meetings with private clients.• Successfully driving new business as Investment Lead on new business closings.• Mentoring junior analysts and support staff.Investment Management• Managing equity portfolios between $20mil - $1bil for institutional and intermediary clients.• Driving top quartile returns in small cap equity management.• Working as sole PM or as part of a team making security selection, asset allocation decisions.• Sector / Security level expertise in Consumer Staples & Discretionary, Financials, and Industrials. Please contact me if you wish to discuss in greater detail. Email: Swoffer.t@comcast.net
Listed skills include Portfolio Management, Equities, Investments, Investment Management, and 24 others.
Current workplace
Tom Swoffer, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Talbot Financial, Llc
7 roles · 25 years
Tom Swoffer, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer / Senior Portfolio Manager
Current
Talbot Financial, Llc
May 2018 - Present
Portfolio Manager
Rw Baird Co Inc
Sep 2017 - May 2018
Portfolio Manager
Asset Planning & Management, Inc.
Jan 2017 - Sep 2017
Portfolio Manager (Institutional, Private Wealth, Small Cap Equities, Securities Analysis)
2010 - 2015: Small Cap Equity Portfolio Manager for firms domestic equity small cap core strategy. Delivered top quartile trailing two, three, and four year returns. Trailing three year returns of top 5% relative to peer rank. Returns driven by rigorous bottom up fundamental research across all sectors. Presented firm product strategy / approach / results.
Jan 2004 - Jan 2016
Vp And Portfolio Manager (Equity Analysis, Asset Allocation, High Net Worth, Private Wealth Clients)
Laird Norton Trust Company
Managed $320mil in private wealth and institutional clients, majority of which were high net worth, endowments, and foundations. Client size ranged from $1mil - $25mil. Created customized portfolios, monitored their performance, rebalanced as needed. Worked closely with business development on new business closings. Member of Large Cap Equity Team..
2001 - 2003
~2 yrs
Vp And Portfolio Manager | Equity Analyst
Portfolio Manager for All Cap Value internal Defined Contribution Plan. PM for Private Wealth Clients with $2-$25 million in assets. Securities Analyst following Consumer Staples, Consumer Discretionary, and Metals.
Jun 1994 - Sep 2001
2 education records
Tom Swoffer, Cfa education
Mba, Finance And Financial Management Services
Uw Foster School Of Business
Bachelor Of Arts (Ba), Economics
University Of Washington
FAQ
Frequently asked questions about Tom Swoffer, Cfa
Quick answers generated from the profile data available on this page.
What company does Tom Swoffer, Cfa work for?
Tom Swoffer, Cfa works for Talbot Financial, LLC.
What is Tom Swoffer, Cfa's role at Talbot Financial, LLC?
Tom Swoffer, Cfa is listed as Chief Investment Officer and Senior Portfolio Manager at Talbot Financial, LLC.
What is Tom Swoffer, Cfa's email address?
AeroLeads has found 1 work email signal at @comcast.net for Tom Swoffer, Cfa at Talbot Financial, LLC.
Where is Tom Swoffer, Cfa based?
Tom Swoffer, Cfa is based in Greater Seattle Area, United States, United States while working with Talbot Financial, LLC.
What companies has Tom Swoffer, Cfa worked for?
Tom Swoffer, Cfa has worked for Talbot Financial, Llc, Rw Baird Co Inc, Asset Planning & Management, Inc., Whv Investment Management, Inc., and Laird Norton Trust Company.
How can I contact Tom Swoffer, Cfa?
You can use AeroLeads to view verified contact signals for Tom Swoffer, Cfa at Talbot Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Tom Swoffer, Cfa attend?
Tom Swoffer, Cfa holds Mba, Finance And Financial Management Services from Uw Foster School Of Business.
What skills is Tom Swoffer, Cfa known for?
Tom Swoffer, Cfa is listed with skills including Portfolio Management, Equities, Investments, Investment Management, Security Analysis, Equity Research, Financial Analysis, and Asset Allocation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial