thomas goulder
senior analyst
About
Associate Analyst, Wealth Strategy at LPL Financial
united states
montclair
financial services
-
Experience
wealth management analyst
merrill lynch
private client analyst
jp morgan securities
associate portfolio manager
alliancebernstein
english instructor
glossa school of languages
senior analyst
lpl financial
* Evaluate LPL’s multi-asset investment models, monitoring exposures relative to market outlook and model goals. * Participate in investment committee meetings by developing market views and presenting trade ideas. * Conduct industry research for inclusion in investment meetings, commentaries and presentations.
Education
montclair kimberley academy
cfa institute
Passed Level I of the CFA Program"]
hamilton college
economics
Activities and Societies: Hamilton College Investment Group, Men's Varsity Soccer Team, Delta Upsilon Fraternity,
thomas goulder's Contact Information
Phone
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