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

Companies	Position	Start
Frost Investment Advisors LLC Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income.	Analyst-Equity	01/04/2014

All active positions of Tom Bergeron

Former positions of Tom Bergeron

Companies	Position	End
Inference Capital Management LLC Inference Capital Management LLC Investment ManagersFinance Inference Capital focuses on taking advantage of current value and longer-term fundamentals in the small- and micro-cap public markets by taking a private equity-like, active approach	Director of Research - Equity	31/12/2008

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Training of Tom Bergeron

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Linked companies

Private companies	4
Frost Investment Advisors LLC Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income.	Finance
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Vermont University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Inference Capital Management LLC Inference Capital Management LLC Investment ManagersFinance Inference Capital focuses on taking advantage of current value and longer-term fundamentals in the small- and micro-cap public markets by taking a private equity-like, active approach	Finance