Tom O'Neil CIMA®
Senior Vice President, Senior Portfolio Manager
Tom is a senior portfolio manager serving both individual and institutional clients. He joined Union Wealth Management in 2017 after serving a large financial institution for over 25 years as both a research analyst for Small Cap, Mid Cap and Large Cap mutual funds and portfolio manager. As a seasoned investment professional, Tom brings a broad perspective and significant experience to managing client assets.
Tom holds a Bachelor of Science in Finance and Economics from Elon University and a Bachelor of Science in Information Systems from Virginia Commonwealth University. He is a Certified Investment Management Analyst (CIMA®).