Tom Gerson
- Role
- Managing Partner at Blair Hall Advisors Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tom Gerson
Please see our website, to learn about us, including important…
Experience
Managing Partner
Jan 2013 — Present
Founder and Managing Partner of this independent, fee-only wealth management firm that offers Thoughtful, Educated Wealth Management, for individuals and families throughout the U.S. Please watch the video below and visit to learn more.
Education
Princeton University
BA, Woodrow Wilson School of Public and International Affairs
1985 — 1989
Stanford University Graduate School of Business
MBA
1994 — 1996
Skills
- Portfolio Management
- Financial Planning
- Client Services
- Leadership
- Wealth Management
- Management
- Retirement Planning
- Strategic Partnerships
- Securities
- Budgeting
- Strategic Planning
- Investments
- Insurance
- Banking
- Financial Modeling
- Start-Ups
- Analysis
- Finance
- Budgets
- Strategy
- Financial Services
- Mergers & Acquisitions
- Management Consulting
- Client Service
- Strategic Financial Planning
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