Profiel
Mr. Tom Sauer is an Equity Analyst at Howe & Rusling, Inc. He focuses on identifying investment opportunities for clients.
Prior to joining Howe and Rusling, Mr. Sauer worked as a Foreign Exchange Trade Specialist for The Bank of New York Mellon.
He holds an M.S.
in Finance from the Simon School of Business at the University of Rochester.
Eerdere bekende functies van Tom Sauer
| Bedrijven | Functie | Einde |
|---|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Analyst-Equity | 01-02-2019 |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Opleiding van Tom Sauer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Finance |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
















