Tom Mahowald
Investment Committee Member at Evercore Wealth Management LLC
Profile
Mr. Thomas A.
Mahowald, CFA, is a Managing Director & Portfolio Manager at Evercore Wealth Management LLC and a Director at Milestone Growth Fund, Inc. He is a member of Evercore Wealth Management Investment Policy Committee.
He has over 25 years of investment experience in research and portfolio management.
Mr. Mahowald joined Evercore from U.S.
Trust, Bank of America Private Wealth Management, where he worked as a senior portfolio manager.
Previously, he served as the chief investment officer at Great Northern Capital, an asset manager for institutional and high net worth individual clients, and as the director of equity research at FAF Advisors and American Express Financial Advisors.
Mr. Mahowald received his B.S.
in Management from Saint John’s University and a Master’s Degree in Finance Analysis from the University of Wisconsin-Milwaukee.
He holds the Chartered Financial Analyst designation.
Tom Mahowald active positions
Companies | Position | Start |
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Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Committee Member | 01/05/2016 |
Former positions of Tom Mahowald
Companies | Position | End |
---|---|---|
Milestone Growth Fund, Inc.
Milestone Growth Fund, Inc. Investment ManagersFinance Milestone Growth Fund, Inc. (Milestone Growth Fund) is a private equity & venture capital firm founded in 1990 by John Stout and Esperanza Guerrero-Anderson. The firm is headquartered in Minnesota. | Corporate Officer/Principal | 08/03/2018 |
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Chief Investment Officer | - |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Director of Research - Equity | 31/05/2008 |
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Director of Research - Equity | 31/12/2003 |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Analyst-Equity | 31/12/2000 |
Training of Tom Mahowald
St. John's University | Undergraduate Degree |
University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Finance |
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Finance |
Milestone Growth Fund, Inc.
Milestone Growth Fund, Inc. Investment ManagersFinance Milestone Growth Fund, Inc. (Milestone Growth Fund) is a private equity & venture capital firm founded in 1990 by John Stout and Esperanza Guerrero-Anderson. The firm is headquartered in Minnesota. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
American Express Financial Advisors, Inc. | |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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