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Investment Portfolio Specialist

thomas.small@raymondjames.com

 

Tom began his career in the financial services industry in the 2013 and joined Raymond James in 2015. Prior to joining the group full time, he completed two internships with The Mahoney Group at Merrill Lynch. Tom works on the performance reporting (including attribution analysis) and wealth outcome analysis for both wealth management and institutional clients. In addition, Tom helps prepare quarterly investment reviews for institutional clients. Tom is a member of the International Accounting, Finance and Information Systems Honor Society, Beta Alpha Psi. He graduated Cum Laude from the State University of New York at Oswego with a bachelor’s degree in accounting. Tom currently lives in Rockland County, NY. He enjoys attending local sporting events, traveling, and playing tennis.


WHY WORK WITH A CIMA®

 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.