Brian Thomas, CFA
Chief Investment Officer
Brian Thomas is a seasoned investment professional and tireless student of financial markets, with a talent for simplifying complex concepts. He is a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science in economics. His writings have been published in Barron’s and on various investment websites.
Brian’s working relationship with Anthony began in 2000, and he joined Anthony early in the formation of AG Asset Advisory. The two share a passion for translating knowledge and experience into meaningful client relationships.
Previously, Brian was a portfolio manager at Concord Investment Counsel, a wealth management firm in Irvine, California. There he developed a strong investment philosophy: Portfolio construction should be driven by asset allocation, focused on a correct understanding of value and risk management. Brian designed and managed the firm’s asset allocation offering until leaving in 2011. Previously he was a professional market maker and member of the Pacific Exchange in San Francisco, dealing exclusively in the technology sector during the late ’90s boom.
In his lengthy career, Brian has worked with numerous entrepreneurs and business owners, assessing their unique needs and helping them set financial goals. He’s seen clients into retirement, managed the transfer of assets to their children, and counseled them when feeling like they owned too few or too many stocks.
Brian is a native of southern California, where he resides with his wife and son. In his free time he enjoys hiking, golf, and astronomy.
BY BRIAN THOMAS
BY BRIAN THOMAS