Healy | Chief Portfolio Strategist | United Asset Strategies

Thomas F. Healy III

Chief Portfolio Strategist

Thomas Healy has more than 27 years of investment industry experience, having worked for Bessemer Trust and Smith Barney prior to joining United Asset Strategies in 2015 as an equity portfolio manager and investment counselor. Tom spent the last 18 years at Bessemer, most recently as Director of Client Portfolio Analysis, where he focused on client portfolio review and construction, comprehensive transition management and the diversification of concentrated positions. He also held the positions of Deputy Research Director and Senior Equity Analyst covering a variety of sectors including Energy, MLPs, Media and Telecomm Services. He earned a BA in Economics from SUNY Albany and is a Level III Candidate for the Chartered Financial Analyst designation.

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