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.
Postes actifs de Tommy Healy
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Tommy Healy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 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 |
















