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Thomas Carr

Partner, Chief Compliance Officer, Senior Portfolio Manager

Gould Asset Management

United States, California, Claremont

About Me

Tom Carr joined Gould Asset Management in 2002. He is a partner and chief compliance officer for the firm. His primary responsibilities include compliance oversight, portfolio management, investor reporting, and relationship management with clients and financial advisors. As a portfolio manager, Tom plays a lead role in the fixed income area and has been instrumental in establishing and maintaining Gould’s high level of client service. Prior to joining Gould Asset Management, he was a senior investment specialist with Charles Schwab & Co., where he provided financial planning and investment advice for nine years. Tom has a BA in Management Science from the University of California at San Die
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Profile Information

Partner, Chief Compliance Officer, Senior Portfolio Manager

Gould Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Claremont

California

United States

May 15, 2024

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