SVP and Portfolio Manager @ (January 2015 - January 2020)
VP and Investment Specialist @ (January 2010 - January 2014)
VP and Equity Analyst @ Dreman Value Management (January 2006 - January 2009)
Associate Director of Equity Research @ (January 2001 - January 2006)
Investment Associate @ (January 1998 - January 2000)
Tom Goetzinger Education
University of Notre Dame - Mendoza College of Business
MBA (Finance and Investments)
2000-2001
Loyola University Maryland
BBA (Finance)
1996-1998
Saint Joseph's University 1994-1996
Tom Goetzinger Skills
Equity Research
Equities
Valuation
Portfolio Management
Mutual Funds
Fixed Income
Investments
Securities
Finance
Investment Advisory
Wealth Management
Alternative Investments
Tom Goetzinger Summary
Tom Goetzinger, based in Scottsdale, AZ, US, is currently a Managing Partner and Portfolio Manager at Candor Wealth Advisors. Tom Goetzinger brings experience from previous roles at UMB Bank, J.P. Morgan Asset Management, Dreman Value Management and Morningstar. Tom Goetzinger holds a 2000 - 2001 MBA in Finance and Investments @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds and more. Tom Goetzinger has 1 emails and 1 mobile phone numbers on RocketReach.
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