Tom Leffel
Trader & Financial Analyst at Procyon
- Role
- Trader & Portfolio Manager at Procyon
- Location
- Weston, CT, US
- LinkedIn followers
- 500 followers
About Tom Leffel
Procyon Advisors, LLC (\"Procyon\") is a registered investment advisor. Procyon provides…
Experience
Trader & Portfolio Manager
Jul 2022 — Present · Shelton, CT, US
Procyon is an independent, employee-owned financial advisory firm founded with a dual focus on:• Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management.• Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives.
Education
Hobart and William Smith Colleges
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Skills
- Derivatives
- Fixed Income
- Structured Products
- Asset Management
- Trading
- Financial Markets
- Portfolio Management
- Bonds
- Financial Modeling
- Securities
- Asset Managment
- Capital Markets
- Alternative Investments
- Investments
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