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Profil
Thomas John Schwab worked as an Examiner at New York Stock Exchange, Inc. and as a Financial Analyst at Goldman Sachs & Co. LLC.
He then worked as a Senior Vice President & Financial Consultant at Smith Barney & Co., Inc. before becoming a Portfolio Manager & President at Summit Portfolio Advisors LLC.
Schwab received his undergraduate degree from the University of Notre Dame and his MBA from New York University.
Anciens postes connus de Tom Schwab
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31/12/2004 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1975 |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Corporate Officer/Principal | 31/12/1975 |
Summit Portfolio Advisors LLC
 Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | President | - |
Formation de Tom Schwab
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Summit Portfolio Advisors LLC
Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Finance |
