Thomas I. Florence
Profile
Mr. Florence is President of Dividend Capital Securities and also serves as a managing principal of Dividend Capital Group LLC.
He has experience in the financial services industry with a proven track record of successfully managing and growing investment management organizations.
Prior to joining Dividend Capital Securities, he was Managing Director at Morningstar, Inc., with oversight responsibility of 800 employees operating in 13 countries.
In addition, he founded and was President of Morningstar Investment Services.
Before joining Morningstar, Mr. Florence was Senior Vice President at Pilgrim Baxter and Associates, where he successfully managed a complex distribution organization with over $25 billion in assets under management.
His background also includes a management position at Fidelity Investments.
Mr. Florence holds a Bachelor's degree from Pennsylvania State University and is a graduate of Northwestern University's Kellogg Management Institute.
Former positions of Thomas I. Florence
Companies | Position | End |
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Dividend Capital Investments LLC
Dividend Capital Investments LLC Investment ManagersFinance Founded in 2005, Dividend Capital Investments LLC registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Dividend Capital Group, an investment management company that focuses on developing and managing commercial real estate products. Dividend Capital Investments provides investment management services to individual and institutional investors. | President | 01/01/2009 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge Capital, Inc., the investment adviser to PBHG Funds, was founded in 1982 by Gary L. Pilgrim to provide investment management for institutional clients. Based in Wayne, Pennsylvania, the firm is the investment adviser for pension and profit-sharing plans, charitable institutions, corporations, trusts, estates and other investment companies. Liberty Ridge is a subsidiary of Old Mutual Capital, Inc., which is owned by Old Mutual PLC (LSE: U.OML), an international financial services firm. | Analyst-Equity | - |
MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Training of Thomas I. Florence
The Pennsylvania State University | Undergraduate Degree |
Northwestern University | Graduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
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MORNINGSTAR, INC. | Finance |
Private companies | 3 |
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Dividend Capital Investments LLC
Dividend Capital Investments LLC Investment ManagersFinance Founded in 2005, Dividend Capital Investments LLC registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Dividend Capital Group, an investment management company that focuses on developing and managing commercial real estate products. Dividend Capital Investments provides investment management services to individual and institutional investors. | Finance |
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge Capital, Inc., the investment adviser to PBHG Funds, was founded in 1982 by Gary L. Pilgrim to provide investment management for institutional clients. Based in Wayne, Pennsylvania, the firm is the investment adviser for pension and profit-sharing plans, charitable institutions, corporations, trusts, estates and other investment companies. Liberty Ridge is a subsidiary of Old Mutual Capital, Inc., which is owned by Old Mutual PLC (LSE: U.OML), an international financial services firm. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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