Thomas Abramo is based in San Francisco as a Private Wealth Advisor responsible for partnering closely with clients on all aspects of wealth management. He has significant experience with customized portfolio construction incorporating traditional and alternative investment strategies as well as ESG, SRI, sustainable and impact investment mandates across major asset classes.
Thomas was most recently a Senior Portfolio Manager with Abbot Downing, a Wells Fargo company, after spending time on their San Francisco foreign currency trading floor as a Strategist. His prior experience includes investment roles at Capital Group Companies and Willis Towers Watson. He began his career practicing public accounting in both the tax and audit departments of Hood & Strong while also providing investment advisory services through their multi-family office subsidiary.
Thomas received his B.A. degree in Business Economics with Accounting from the University of California at Santa Barbara (UCSB). He is a holder of the right to use the Chartered Financial Analyst® (CFA®) designation and earned the Certified Public Accountant (CPA) license, although not currently practicing. Thomas is an active member of the CFA Institute and CFA Society of San Francisco, serving as a past audit committee chair member. Thomas lives in Marin County with his wife and children where he is an avid volunteer and youth coach within his community as well as a board member of the Ross School Foundation.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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