Thomas is a Managing Director at 1919 Investment Counsel, LLC in the Vero Beach and New York office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, and endowments.
Thomas entered the Financial Services Industry in 1983. Prior to joining 1919 Investment Counsel, Thomas was a Portfolio Manager at Tocqueville Asset Management L.P., managing a mid-cap growth fund as well as portfolios for high net worth clients and trusts in equity and balanced accounts. Prior to this, Thomas was a Senior Managing Director and Head of the Institutional Large Cap Growth Group at Clearbridge Advisors (Legg Mason) and Citigroup Global Asset Management (CAM). In that role, he was responsible for the investment of pension, foundation and endowment funds. Thomas joined Shearson Asset Management (American Express Company) in 1986. He worked in Real Estate Finance as an Associate at UBS from 1983 through 1985.
He serves as a Trustee for the Public Safety Pension Board of the Town of Indian River Shores, Florida, and as a Treasurer and Trustee for the John’s Island Foundation. He is on the Advisory Board for the Indian River Land Trust.
Thomas earned his B.A. in English from the University of Virginia and an M.B.A. in Finance from Columbia University.
