Thomas Giddings
Questrom School of Business, Boston University
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Thomas Giddings is a highly experienced professional with 33.3 years of work experience in high net worth individuals, investments, financial advisory, strategic financial planning, and alternative investments. He is currently based in Orange, California. Thomas has worked at reputable companies such as Covington Capital Management and First Foundation Inc. He has held various leadership positions, including Managing Director and Senior Relationship Manager. Thomas is known for his expertise in wealth management and his ability to provide personalized and personalized services to his clients.
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About
Covington Capital Management merged with Cerity Partners on September 30, 2022. Going forward, the entire Covington team will now serve our clients as part of the Cerity Partners offices in Los Angeles and Orange County. Cerity Partners is a private wealth management firm with 21 offices throughout the United States, and over $50 billion in assets under management as of September 30, 2022. Cerity provides holistic wealth management services to high net worth individuals, multi-generational families, institutional retirement plans, non profits, endowments and foundations. Our wealth management advisors at Cerity coordinate internal and external expertise to deliver services including financial planning, investment management, lending solutions, estate planning, and tax planning. Cerity's clients have access to our expertise, combined with an extremely customized and personalized level of service. Our skilled craftsman approach to wealth management sets us apart. Our clients speak directly to the professionals making investment decisions on their behalf. Our service experience is built on trust, expertise and genuine care for our clients.
...See MoreWork Experience
Partner | Cerity Partners
Partner
Financial Services
Thomas Giddings's Professional Milestones
- Senior Managing Director (2008-09-01~2020-02-01): Driving team performance and implementation that elevates the company's customer experience through effective leadership and strategic decision-making.
- Managing Director | Senior Relationship Manager (2020-06-01~2022-10-01): Building strong partnerships with key clients, resulting in increased sales and market share.
Education
Finance
1987-1990Skill
High Net Worth Individuals
Investments
Financial Advisory
Strategic Financial Planning
Alternative Investments
Private Equity
Financial Planning
Asset Management
Asset Allocation
Investment Banking
Wealth Management
Securities
Investment Management
Investment Advisory
Portfolio Management
Asset Managment
Hedge Funds
Equities
Investment Strategies
Loans
Wealth Management Services
Fixed Income
Series 7
Mergers And Acquisitions
Retirement Planning
Series 63
Certification
Colleagues
Stefan Ludlow
Chief Technology Officer
Ben Brigeman
Business Owner | Board Member
Kurt Miscinski
President | Chief Executive Officer
Brittany Peyser
chief of staff coo office & head of change management
Steve Schuler
owner maryland capital management
Other Named Thomas Giddings
Frequently asked questions
We found 2 Thomas Giddings's email addresses
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Thomas Giddings's social media include: Linkedin,
Thomas Giddings works for Cerity Partners
Thomas Giddings's role in Cerity Partners is Partner | Cerity Partners
Thomas Giddings works in the industry of Financial Services
Thomas Giddings's colleagues are Stefan Ludlow,Ben Brigeman,Kurt Miscinski
Thomas Giddings's latest job experience is Partner | Cerity Partners at Cerity Partners
Thomas Giddings's latest education in Questrom School of Business, Boston University