Thomas Walsh, CFA has a diverse work experience spanning several financial institutions. Thomas is currently serving as the Senior Vice President at Chilton Trust, where their focus is on understanding clients' needs and providing customized wealth planning, investment management, trust and fiduciary, and family office solutions. Prior to joining Chilton Trust, Thomas worked at Bessemer Trust as a Principal and Senior Client Advisor for twelve years. Before that, they served as a Portfolio Manager at Northern Trust Corporation and as a Portfolio Analyst at Wood Asset Management.
Thomas Walsh, CFA completed their education and certifications in the field of finance. Thomas obtained a Master of Science (MS) degree in Finance from Indiana University Bloomington from 2011 to 2013. Prior to that, they earned a Bachelor of Science (B.S.) degree in Finance, General from Florida Gulf Coast University, studying from 2000 to 2002. Additionally, Thomas Walsh, CFA has obtained additional certifications, including the CFA Institute Professional Learning Program 5-year Milestone in January 2022 and the CFA designation from the CFA Institute in September 2006.
Sign up to view 0 direct reports
Get started