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Tom Forte
Analyst-Equity at
Maxim Group LLC
Profile
Tom Forte is currently MD & Senior Consumer Internet Analyst at Maxim Group LLC since 2024.
Formerly, Mr. Forte was Managing Director & Senior Research Analyst at D.
A. Davidson & Co. from 2017 to 2023, Managing Director & Senior Research Analyst at Telsey Advisory Group LLC from 2013 to 2014, Managing Director at Maxim Group LLC in 2017, Senior Vice President & Senior Analyst at Brean Capital LLC from 2014 to 2016, and Analyst at Aon Investments USA, Inc. in 1996.
Other former roles include Principal at Morningstar, Inc., Research Analyst at Geneva Advisors LLC, Research Analyst at BMO Nesbitt Burns, Inc. (US), and Research Analyst at William Blair & Co. LLC.
Education includes an undergraduate degree from the University of Illinois in 1992 and a graduate degree from the University of Southern California in 2004.
Tom Forte active positions
| Companies | Position | Start |
|---|---|---|
Maxim Group LLC
 Maxim Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2024 |
Former positions of Tom Forte
| Companies | Position | End |
|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/12/2023 |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2017 |
Brean Capital LLC
 Brean Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2016 |
Telsey Advisory Group LLC
 Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/06/2014 |
Aon Investments USA, Inc.
 Aon Investments USA, Inc. Investment ManagersFinance AIUSA builds model portfolios based on the firm’s best thinking and analyses in accordance with clients’ investment policy guidelines. The firm advises clients on a broad range of investment objectives and the selection and monitoring of investment advisers/managers. | Corporate Officer/Principal | 01/01/1996 |
Training of Tom Forte
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
94
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
BMO Nesbitt Burns, Inc. (US) | Finance |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Telsey Advisory Group LLC
Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance AIUSA builds model portfolios based on the firm’s best thinking and analyses in accordance with clients’ investment policy guidelines. The firm advises clients on a broad range of investment objectives and the selection and monitoring of investment advisers/managers. | Finance |
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