A.G.P. welcomes Thomas Dowling who will be Heading up the Wealth Management Division
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Thomas Dowling
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Thomas Dowling
Thomas will be joining the firm as the Head of Wealth Management. Thomas has over 25 years of experience in the financial services industry, all of which have been in Wealth Management. In his career, Thomas has directed the East Coast expansion of a publicly traded Investment Banking firm and was Vice President and Senior Advisor of a regional Investment Advisory organization. He was a member of each firm’s Chairman’s Council and President’s Circle. Shortly thereafter, he had founded Quadstar Capital Advisors, which provides Advisory Services to Ultra-High Net Worth clients.
Thomas received his BS in Business Administration with a minor in Finance from the State University of New York and completed the graduate-level Certified Investment Management Analyst program (CIMA®) held in conjunction with The Wharton School, University of Pennsylvania. Thomas also holds both the Chartered Financial Analyst® designation (CFA®), as well as the CERTIFIED FINANCIAL PLANNERTM certification (CFP®). Furthermore, he is also a Chartered Retirement Plans SpecialistSM, CRPS®)), Certified Exit Planning Advisor (CEPA) and a Certified Value Growth Advisor (CVGA).
A.G.P. CEO/Executive Chairman Phil Michals , commented: “Tom brings a wealth of knowledge and will be a continued resource for our advisors to leverage his expertise.” “We are excited about are continued rollout of planning, managed account and consultation services to our field”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “Tom brings a tremendous amount of experience and outstanding credentials to the firm. He will be an amazing resource to our existing advisers, and especially to our new ones, as we continue to expand our wealth management offerings.”