Thomas Higgins Email & Phone Number
Chief Operating Officer and Portfolio Manager @ Balanced Rock Investment Advisors
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Thomas Higgins Location
- Boston, MA, US
Thomas Higgins Work
- 2021 -now Chief Operating Officer and Portfolio Manager @
- 2020 -2022 Independent Consultant - RIA and Wealth Management @
- 2019 -2020 Principal, Business Consultant @
- 2016 -2018 Director, Head of Wealth Management Platform @
- 2015 -2016 Vice President, Product Management and Strategy @
- 2013 -2015 Investment Analyst @
- 2012 -2013 Senior Consultant, Financial Analyst @
- 2010 -2012 Senior Consultant and Financial Analyst @
Thomas Higgins Education
- Stonehill College
Bachelor of Science (B.S.) (Finance & Economics)
2006-2010 - University of Westminster
(International Business Management and Economics)
Thomas Higgins Skills
- Investments
- Strategic Financial Planning
- Thought Leadership
- Financial Analysis
- Financial Modeling
- Finance
- Valuation
- Data Analysis
- Financial Planning
- Asset Management
- Portfolio Management
- Risk Management
- Mutual Funds
- Business Strategy
- Market Research
- Forecasting
- Project Management
- Strategic Planning
- Retirement Planning
- Asset Allocation
- P&L Management
- Bloomberg
- PowerPoint
- Microsoft Excel
- Microsoft Office
- Endowments
- Committees
- Institutional Investments
- Impact Investing
- Separately Managed Accounts
- Fiduciary
- Wealth Management
- Financial Advisory
- Financial Services
- Business Development
- Marketing Strategy
- Investment Management
- Mergers & Acquisitions (M&A)
- Management
- Corporate Finance
- Leadership
- Operations Management
- Investment Strategies
- Sales
- Strategy
- Schwab Intelligent Portfolios
- Analysis
- M&A Modeling
- DCF Valuation
- Research
- Competitive Analysis
- Excel
- Quantitative Analysis
- Word
- Statistics
- Budgeting
- Econometrics
- Documentation
- Cost Analysis
- Stata
- Risk
- Series 7
- Financial Risk
- Equities
- Trading Strategies
- Air Force
- Capital Structure
- Planning
- Infrastructure
- Technical Analysis
- Net Present Value
- Projection
- Financial Statements
- Sensitivity
- Integration
- Allocations
- Keys
- MS Excel
- Financials
- Tos
- Div
- Osd
- Engagements
- Management Consulting
- New Ventures
- Bond Markets
- Analytical Skills
- Seer
- Reporting
- PE
- Options
- P&l
- Cash Flow
- Strategy Implementation
- Retail
- Business Analysis
- Modeling
- Precedent Transactions
- Energy
- Mfs
- Microsoft Access
- Marketing
- Indicators
- Business Case
- Investment Banking
- DoD
- Roe
- LBO
- Interfaces
- FactSet
- Morningstar
- Outlook
- Microsoft Word
- Sensitivity Analysis
- Analytical Skill
- Lacrosse
- Market Analysis
- Crystal Ball
- Treasury
- SEM
- Equity
- Trading
- Cost Benefit
- Mergers and Acquisitions
- Excel models
Thomas Higgins Summary
- Thomas Higgins, based in Boston, MA, US, is currently a Chief Operating Officer and Portfolio Manager at Balanced Rock Investment Advisors. Thomas Higgins brings experience from previous roles at Independent Consultant, Edelman Financial Engines, Ameritas Investment Corp. and Santander US. Thomas Higgins holds a 2006 - 2010 Bachelor of Science (B.S.) in Finance & Economics @ Stonehill College. With a robust skill set that includes Investments, Strategic Financial Planning, Thought Leadership, Financial Analysis, Financial Modeling and more. Thomas Higgins has 2 emails and 1 mobile phone numbers on RocketReach.
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