Tom Carr

Tom Carr

Compliance Officer at Gould Asset Management LLC

Finance
Consumer Services

Profile

Mr. Thomas K.
Carr, Jr., is a Partner & Chief Compliance Officer at Gould Asset Management LLC.
His primary responsibilities include compliance oversight, portfolio management, investor reporting, and relationship management with clients and financial advisors.
As a portfolio manager, he plays a lead role in the fixed income area and has been instrumental in establishing and maintaining Gould’s high level of client service.
Prior to joining Gould Asset Management, he was a senior investment specialist with Charles Schwab & Co., where he provided financial planning and investment advice for nine years.
He has a BA in Management Science from the University of California at San Diego and holds both the Certified Financial Planner (CFP®) and Accredited Estate Planner certifications.

Tom Carr active positions

CompaniesPositionStart
Compliance Officer 2020-12-31
All active positions of Tom Carr

Former positions of Tom Carr

CompaniesPositionEnd
CHARLES SCHWAB Corporate Officer/Principal 2002-05-30
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Training of Tom Carr

University of California San Diego Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies

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Connections

100 +

1st degree connections

3

1st degree companies

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Female

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Executives

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Linked companies

Listed companies1
CHARLES SCHWAB

Finance

Private companies1

Finance

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