Thomas Wopat-Moreau
Gestionnaire de Portefeuille-Actions chez Transatlantique Private Wealth LLC
Profil
Thomas Wopat-Moreau is currently working as a Portfolio Manager at Transatlantique Private Wealth LLC since 2020.
Previously, he worked as a Portfolio Manager at FOURPOINTS Asset Management, Inc. from 2014 to 2020.
Before that, he was a Marketing & Compliance Analyst at Beck, Mack & Oliver LLC from 2010 to 2014.
Mr. Wopat-Moreau completed his undergraduate degree at The College of William & Mary in 2009.
Postes actifs de Thomas Wopat-Moreau
| Sociétés | Poste | Début |
|---|---|---|
Transatlantique Private Wealth LLC
 Transatlantique Private Wealth LLC Investment ManagersFinance Transatlantique Private Wealth LLC (TPW) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and is a wholly-owned subsidiary of Banque Transatlantique SA, ultimately held by Confederation Nationale Crédit Mutuel SA in France. TPW provides investment advisory services on a non-discretionary and discretionary basis primarily to high net worth individuals with international investment exposure. | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Anciens postes connus de Thomas Wopat-Moreau
| Sociétés | Poste | Fin |
|---|---|---|
FOURPOINTS Asset Management, Inc.
 FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions. | Gestionnaire de Portefeuille-Actions | 01/06/2020 |
Beck, Mack & Oliver LLC
 Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Corporate Officer/Principal | 01/05/2014 |
Formation de Thomas Wopat-Moreau
| The College of William & Mary | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Beck, Mack & Oliver LLC
Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Finance |
FOURPOINTS Asset Management, Inc.
FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions. | Finance |
Transatlantique Private Wealth LLC
Transatlantique Private Wealth LLC Investment ManagersFinance Transatlantique Private Wealth LLC (TPW) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and is a wholly-owned subsidiary of Banque Transatlantique SA, ultimately held by Confederation Nationale Crédit Mutuel SA in France. TPW provides investment advisory services on a non-discretionary and discretionary basis primarily to high net worth individuals with international investment exposure. | Finance |
