Managing Director at Glasgow Partners, LLC
Greater Philadelphia Area
- Current
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- Managing Director at Glasgow Partners, LLC
- Past
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- Financial Representative at Northwestern Mutual
- Vice President - Regional Director at H&R Block Financial Advisors
- Regional Director at Olde
- Regional Director at Olde Discount
- VP / Regional Director at H & R Block Financial Advisors
- Education
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- Saint Joseph's University
- Pennsylvania State University
- Salesianum School
- Recommended
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6 people have recommended Tom - Connections
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97
connections
- Industry
- Investment Management
- Websites
Tom Campbell’s Summary
Over 16 years in financial services with senior management experience at a Fortune 500 company. Expert in drafting investment policy statements according to NCUA rules. Consistently working with credit union Sr. Executives and Board members to increase portfolio returns, streamline accounting processes, and manage liquidity.
Tom Campbell’s Specialties:
NCUA Rules and Regulations relative to investment portfolio management. Expert in portfolio structure and selection according to rule 703. Risk Management, strategic planning, and the intricacies involved in a vast array of financial instruments.
Tom Campbell’s Experience
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Managing Director
Glasgow Partners, LLC
(Privately Held; 1-10 employees; Investment Management industry)
October 2005 — Present (3 years 10 months)
Registered Investment Advisor managing Fixed-Income portfolios for Credit Unions.
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Financial Representative
Northwestern Mutual
(Investment Management industry)
January 2005 — October 2005 (10 months)
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Vice President - Regional Director
H&R Block Financial Advisors
(Public Company; 10,001 or more employees; HRB; Investment Management industry)
1992 — 2004 (12 years)
Directly responsible for top and bottom-line growth in the Mid-Atlantic region. Office of Supervisory Jurisdiction for 24 offices and 120+ advisors from NY to VA.
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Regional Director
Olde
(Investment Management industry)
1992 — 2004 (12 years)
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Regional Director
Olde Discount
(Investment Management industry)
1992 — 2004 (12 years)
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VP / Regional Director
H & R Block Financial Advisors
(Public Company; Investment Management industry)
1999 — 2003 (4 years)
Tom Campbell’s Education
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Saint Joseph's University
B.S. , Finance , 1990 — 1992
- Activities and Societies:
- Varsity Ice Hockey
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Pennsylvania State University
Finance, Accounting, Economics 1988 — 1990
- Activities and Societies:
- Ice Hockey, Portfolio Management Club, Intern at TPF&C (Towers, Perrin, Forster, & Crosby)
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Salesianum School
Additional Information
Tom Campbell’s Websites:
Tom Campbell’s Interests:
Risk Management, Asset & Liability Management, Fixed Income Portfolio Management, Strategic Relationships, Family, Friends, Sports, Cooking, Traveling
Tom Campbell’s Groups:
Knights of Columbus, Chichester Baseball League, Chichester Crusaders Football, Wilmington Senior Hockey League
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Financial Advisor Network (FAN) -
OLDE Alumni
