Thomas Jedlicka
Associate - Investment Consulting Services @ Andersen | Miami University Farmer School of Business
- Role
- Associate Investment Consulting Services at Andersen
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Thomas Jedlicka
Associate Wealth Advisor at NorthCoast Asset Management. Miami University shaped…
Experience
Associate Investment Consulting Services
Aug 2024 — Present · Manhattan, NY, US
In my role as an Associate Investment Consultant at Andersen in Manhattan, New York, I collaborate with ultra-high-net-worth individuals & family offices to provide tailored investment consulting services. My responsibilities include creating bespoke portfolios, offering family office operational support, and providing consolidated performance reporting for assets of any class or custodian. With a strong financial/economic background and attention to detail, I ensure the delivery of high-quality services to our clients.
Education
Miami University
BS Finance
2020 — 2024
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