Tom Roupe

Chief Executive Officer at Avalon Investment Partners LLC

Consumer Services

Finance

Profile

Thomas Allen Roupe is currently the Chief Executive Officer at Avalon Investment Partners LLC.
Previously, he was the Chief Executive Officer at Avalon Advisors LLC from 2020 to 2023.
He also served as a Trustee at The Museum of Fine Arts, Houston.
Roupe holds an MBA from Harvard University and an undergraduate degree from Stanford University.

Tom Roupe active positions

Companies	Position	Start
Avalon Investment Partners LLC	Chief Executive Officer	-

All active positions of Tom Roupe

Former positions of Tom Roupe

Companies	Position	End
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.	Chief Executive Officer	01/05/2023
The Museum of Fine Arts, Houston The Museum of Fine Arts, Houston Other Consumer ServicesConsumer Services Museum of Fine Arts of Houston owns and operates Museum. The Museum collection contains around 56,000 artworks, which date from antiquity to the present. The company was established in 1900 and is headquartered in Houston, TX.	Director/Board Member	-

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Training of Tom Roupe

Stanford University	Undergraduate Degree
Harvard University	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	3
The Museum of Fine Arts, Houston The Museum of Fine Arts, Houston Other Consumer ServicesConsumer Services Museum of Fine Arts of Houston owns and operates Museum. The Museum collection contains around 56,000 artworks, which date from antiquity to the present. The company was established in 1900 and is headquartered in Houston, TX.	Consumer Services
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.	Finance
Avalon Investment Partners LLC

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