The Portland Global Advisors Team |
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Back Row:
Richard Strabley
Derek C. Jaskulski
Leslie K. Klenk
J.B. Sullivan
Heidi N. Peterson
Ashley E. McMoarn
Thomas C. Wells
Front Row: David E. Smith Courtney H. Walsh Erica B. Olson
Front Row: David E. Smith Courtney H. Walsh Erica B. Olson
(Click name to read bio.)
Thomas C. Wells, a PGA Director, oversees trade execution, monitors client portfolio asset allocation targets and implements necessary changes to client portfolios, and provides equity and fixed income research support. Tom earned a B.A. in Biology and Economics from Bowdoin College in 2015.
Prior to joining PGA in 2018, Tom was a Financial Representative at Fidelity Investments in Burlington, MA and focused on operations and service while providing introductory financial planning from 2015-2018.
Contact: Tom@portlandglobal.com