Tom Roupe
Chief Executive Officer at Avalon Investment Partners LLC
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 | - |
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 | 2023-04-30 |
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 | - |
Training of Tom Roupe
| Harvard University | Masters Business Admin |
| Stanford University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 Investment Partners LLC |
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