Our Team
Thomas Manuel
Investment Analyst
As an Investment Analyst, Thomas conducts research on investment products, maintains asset allocation models, and executes trades to ensure the consistent and accurate implementation of investment strategies that directly support clients' financial plans.
Thomas graduated from UNC-Greensboro in 2021, majoring in finance and minoring in economics and IT. Through his studies, he discovered a passion for investing. With a background in financial modeling and project management, Thomas blends analytical rigor with a client-first mindset.
On a Personal Note
Thomas lives in Charlotte, North Carolina with his wife, Caroline, and their 2 miniature dachshunds, Ozzy and Honey. In his free time, he enjoys spending time with family and attending any and all sporting events.