Tom Hanlon

Tom Hanlon

Director de Inversiones en Courier Capital LLC .

Finance
Consumer Services

Perfil

Mr. Thomas J.
Hanlon, CFA MBA, is an Executive Vice President of Wealth Management & Co-Chief Investment Officer at Courier Capital LLC.
In addition to managing research activities, he is part of the Firm’s investment strategy group and is responsible for portfolio management.
Prior to joining Courier Capital, he was a Vice President & Senior Portfolio Manager and Regional Manager for M&T Bank’s Private Client Services.
He was responsible for managing investment portfolios for high net worth clients, institutions, foundations, and employee benefit plans.
He also managed the Trust & Estates, Employee Benefit, and Portfolio Management sales and client servicing teams for the Western New York region of the Private Client Services group.
Previously, he was a Vice President & Senior Portfolio Manager with HSBC Bank, USA where in addition to managing client portfolios, he also served as Chairman for the regional Trust Investment Compliance Committee and provided financial planning services for high net worth clients.
Mr. Hanlon holds a B.S.
degree in Business Management from Canisius College and earned his M.B.A.
in Finance from the State University of New York at Buffalo.

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Director de Inversiones 24/10/2023
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Formación de Tom Hanlon.

Canisius College Undergraduate Degree
State University of New York at Buffalo Law School Masters Business Admin

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