Thomas Kennedy

Thomas Kennedy, CFA, MBA, is a seasoned finance professional with a diverse background in investment management and trading. Currently serving as a Senior Research Analyst, Investment Advisor, and Senior Portfolio Manager at Modera Wealth Management since October 2019, Thomas has also held significant roles including Head Trader and Portfolio Analyst at New England Investment and Retirement Group, Inc. from June 2018 to October 2019, and Specialist in Trading and Trading Support at Windhaven Investment Management, Inc. from July 2015 to June 2018. Early career experience includes positions at State Street as an ETF Operations Associate and as a Graduate Assistant at UMass Lowell, where responsibilities included supporting student communication and performance monitoring. Thomas's foundational experience in sales and management at Mattress Giant further enhances a robust skill set in finance and operations. Thomas holds a Master of Business Administration in Finance and a Bachelor of Science in Business Administration, both from the University of Massachusetts Lowell.