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Thomas R. Samuelson, CFA, CMT

Thomas R. Samuelson, CFA, CMT

Chief Investment Officer & Senior Portfolio Manager

Experience

  • Over 30 years of investment management experience
  • Chief Investment Officer & Senior Portfolio Manager of First Allied Asset Management, $1.3 billion AUM
  • Invesco: Manager of Energy mutual fund, $330 million AUM
  • O'Connor & Associates/Swiss Bank: managed proprietary funds for the partnership
  • Duff & Phelps (Chicago): Partner & Energy Analyst (equity and fixed income)

Education

  • Bachelor of Science in Engineering & MBA from the University of Tulsa
  • One of 269 investment professionals worldwide that have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.