Thomas Giddings
Partner | Cerity Partners@ Cerity Partners
Irvine, California, United States
View Thomas Giddings's Email
View Thomas Giddings's Email & Phone
Real-Time AI Research
0 search queries left
FlashIntel GPT
Hello! I'm FlashIntel GPT, your personal AI search assistant. Feel free to ask me anything about Thomas Giddings, and I'll do my best to assist you.
You

Tell me more about Thomas Giddings?

FlashIntel GPT

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.
For inquiries about Phone Number and Email, please click here Unlock Contact

Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@ceritypartners.com
@ccmwealth.com
+1 310456****
+1 714325****
+1 949202****
View Emails and Phone Numbers
10 free lookups per month

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 More

Work Experience

99 Park Ave, New York, NY, 10022, US

Financial Services

837
Phone
+1 3104566343
Show More

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.
Show More

Education

Questrom School of Business, Boston University
Questrom School of Business, Boston University

Finance

1987-1990