Thomas Walshe
Thomas Walshe is a graduate from The University of Dayton where he studied Finance and worked as a caller and supervisor at the University’s fundraising center.
Thomas has always had an interest in the way the world works, such as the geopolitical and economic factors that influence markets. As Research Analyst, he is tasked with digging deeply into markets, industries, and individual companies to assist the investment committee with portfolio construction. This role allows him to explore his interests, become a more knowledgeable individual, and contribute towards managing the portfolio. As Wealth Management Associate, Thomas is tasked with helping create financial plans for clients, providing them clarity on their future, and the future of their children.
Outside of work, Thomas enjoys fitness, cooking, golfing, and spending time with his friends and family.