Thomas Frederic Woodhouse
Director/Board Member at Carleton-Willard Homes, Inc.
Profile
Mr. Thomas F.
Woodhouse, CFA MBA, is a Managing Director & Wealth Advisor at Prio Wealth LP.
He is on the Board of Directors at Carleton-Willard Homes, Inc and Swan Point Cemetery.
He is also a Portfolio Manager and has over 26 years of experience managing money for individual clients.
He was previously employed as a Vice President & Portfolio Manager by Fleet Investment Advisors where he managed investment portfolios for high-net-worth clients and charitable funds and a Senior Municipal Analyst by Federated Investors, Inc. where he focused on securities analysis for tax-exempt bond and money market funds
Mr. Woodhouse received his Bachelor of Science degrees from St. Lawrence University (Mathematics) and Columbia University (Mechanical Engineering) in 1983 as part of a combined program.
He received his MBA from Carnegie Mellon University in 1991.
He holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
Thomas Frederic Woodhouse active positions
| Companies | Position | Start |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Portfolio Manager-Equities | 31/03/2001 |
Carleton-Willard Homes, Inc.
 Carleton-Willard Homes, Inc. Hospital/Nursing ManagementHealth Services Carleton-Willard Homes, Inc. operates as continuing care retirement communities services. The firm offers apartments and cluster homes to assistance in living, skilled nursing and rehabilitation services and support for those with Alzheimer's disease and other dementias. The company was founded 1982 and is headquartered in Bedford, MA | Director/Board Member | - |
Former positions of Thomas Frederic Woodhouse
| Companies | Position | End |
|---|---|---|
| Fleet Investment Advisors | Corporate Officer/Principal | - |
| FEDERATED HERMES, INC. | Corporate Officer/Principal | 31/12/1994 |
Training of Thomas Frederic Woodhouse
| St. Lawrence University | Undergraduate Degree |
| Carnegie Mellon University | Masters Business Admin |
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FEDERATED HERMES, INC. | Finance |
| Private companies | 3 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
| Fleet Investment Advisors | Finance |
Carleton-Willard Homes, Inc.
Carleton-Willard Homes, Inc. Hospital/Nursing ManagementHealth Services Carleton-Willard Homes, Inc. operates as continuing care retirement communities services. The firm offers apartments and cluster homes to assistance in living, skilled nursing and rehabilitation services and support for those with Alzheimer's disease and other dementias. The company was founded 1982 and is headquartered in Bedford, MA | Health Services |
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