Tom Bergeron

Tom Bergeron

Analyst-Equity at Frost Investment Advisors LLC

Finance
Consumer Services

Profile

Mr. Thomas A.
Bergeron, CFA MBA, is a Senior Fund Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Investment Advisors, LLC in 2014 and has over 23 years of investment experience.
As the lead manager of the Frost Value Equity strategy, he is directly responsible for stock selection, sector allocation and portfolio management.
Along with members of the equity value team, he is directly involved with conducting company due diligence and maintaining the valuation framework within the Large Cap Value Equity strategy.
Prior to joining the Adviser, Mr. Bergeron was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management.
He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance from Babson College.

Tom Bergeron active positions

CompaniesPositionStart
Analyst-Equity 2014-03-31
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Former positions of Tom Bergeron

CompaniesPositionEnd
Director of Research - Equity 2008-12-30
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Training of Tom Bergeron

Babson College Masters Business Admin
University of Vermont Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

4

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Finance

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