Tom Cartee
Directeur/Bestuurslid bij Upper Hand, Inc.
Profiel
Mr. Thomas E.
Cartee is a Wealth Manager at Sheets Smith Wealth Management.
He is on the Board of Directors at Upper Hand, Inc. He utilizes his interests and expertise in macroeconomics, behavioral finance and strategic asset allocation utilizing Exchange Traded Funds to guide and advise his high net worth clients.
Before joining the company in 1997, Mr. Cartee held positions with Banc One Capital Corporation in Columbus, Ohio, Swiss Bank Corporation and First National Bank in Chicago.
His experience at Swiss Bank included responsibility for the Credit Analysis Department and relationship management for a portfolio of Fortune 500 corporations in the Midwest.
He received a Master of Business Administration degree from the University of North Carolina at Chapel Hill and a Bachelor’s degree in Economics from Davidson College.
Actieve functies van Tom Cartee
| Bedrijven | Functie | Begin |
|---|---|---|
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Portefeuillebeheerder-Aandelen | 01-01-1997 |
Upper Hand, Inc.
 Upper Hand, Inc. Internet Software/ServicesTechnology Services Upper Hand, Inc. engages in the provision of business management solutions for sports and fitness businesses. It offers fitness clubs and studios, sports facilities, sports instruction, software features, and video analysis. The company was founded by Kevin MacCauley, Myles Grote and Marcus Gross in September 2011 and is headquartered in Indianapolis, IN. | Directeur/Bestuurslid | 01-01-2013 |
Eerdere bekende functies van Tom Cartee
| Bedrijven | Functie | Einde |
|---|---|---|
| Swiss Bank Corp. (New York) | Corporate Officer/Principal | - |
| DuPage National Bank | Corporate Officer/Principal | - |
Banc One Capital Corp.
 Banc One Capital Corp. Major BanksFinance Banc One Capital Corp. is a company based in Columbus, OH. | Corporate Officer/Principal | - |
Opleiding van Tom Cartee
| The University of North Carolina at Chapel Hill | Masters Business Admin |
| Davidson College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
Banc One Capital Corp.
Banc One Capital Corp. Major BanksFinance Banc One Capital Corp. is a company based in Columbus, OH. | Finance |
| Swiss Bank Corp. (New York) | Finance |
| DuPage National Bank | Finance |
Upper Hand, Inc.
Upper Hand, Inc. Internet Software/ServicesTechnology Services Upper Hand, Inc. engages in the provision of business management solutions for sports and fitness businesses. It offers fitness clubs and studios, sports facilities, sports instruction, software features, and video analysis. The company was founded by Kevin MacCauley, Myles Grote and Marcus Gross in September 2011 and is headquartered in Indianapolis, IN. | Technology Services |
