![Tommy Healy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Tommy Healy is an Associate Vice President & Financial Advisor at Sargent Investment Group LLC.
He currently manages client portfolios, designing investment and retirement plans to meet clients’ financial & life goals.
Tommy also serves the team as an equity trader, performs investment analysis & research, and is a member of the firm’s Investment Committee.
Mr. Healy was with NTT Data Consulting, Inc. (formerly Carlisle & Gallagher Consulting Group, LLC) as an Analyst where he specialized in delivering large-scale, complex technology solutions for the world’s leading financial services organizations.
He received his Bachelor’s degree in Economics and minor in Business: Finance from Sewanee-The University of the South.
Aktive Positionen von Tommy Healy
| Unternehmen | Position | Beginn |
|---|---|---|
Sargent Investment Group LLC
 Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation. | Analyst-Equity | 01.08.2018 |
Ausbildung von Tommy Healy
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
18
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Sewanee-The University of the South
 Sewanee-The University of the South Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sargent Investment Group LLC
Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation. | Finance |
