Thomas Carstens's Location
Dallas, TX, US
Thomas Carstens's Work
- Senior Managing Director @ Pelion Financial Group
- Chief Investment Officer @ WealthEdge® Advisors
- Partner, Chief Investment Officer @ Lenox Advisors
Thomas Carstens's Education
- University of Pennsylvania
BA (Economics, American History and Chemistry)
1982 - 1986
Thomas Carstens's Skills
- Asset Allocation
- Investments
- Asset Management
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Alternative Investments
- Investment Management
- Private Placement Life Insurance
- Private Placement Variable Annuity
Thomas Carstens's Summary
Thomas Carstens, based in Dallas, TX, US, is currently a Senior Managing Director at Pelion Financial Group, bringing experience from previous roles at WealthEdge and Lenox Advisors. Thomas Carstens holds a 1982 - 1986 BA in Economics, American History and Chemistry @ University of Pennsylvania. With a robust skill set that includes Asset Allocation, Investments, Asset Management, Estate Planning, Strategic Financial Planning and more, Thomas Carstens contributes valuable insights to the industry. Thomas Carstens has 1 email and 1 mobile phone number on RocketReach.
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