Thomas O. Moe
Profile
Prior to joining Windsor Financial Group, Mr. Moe was Managing Director and Co-Founder of StoneArch Funds, which is a private commercial real estate entity.
Before StoneArch, he had an 8-year career in the financial industry, most recently as an institutional stockbroker with ThinkEquity Partners, an investment bank headquartered in San Francisco.
He has an extensive experience with public and private capital markets, including various alternative investments.
Mr. Moe received a B.A.
degree from the University of St. Thomas, division of Business.
He holds a Certified Commercial Investment Member designation.
Former positions of Thomas O. Moe
| Companies | Position | End |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Portfolio Manager-Equities | 30/05/2011 |
ThinkEquity Partners
 ThinkEquity Partners Investment ManagersFinance Headquartered in San Francisco with additional offices in New York City, Minneapolis, Chicago and Boston, ThinkEquity Partners is a broker/dealer. The firm offers targeted research and investment banking services for institutional investors and corporate clients. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals, with a particular concentration on healthcare, technology, media/education and business/consumer services. The firm starts with a top-down analysis approach and then allocates resources based on a long-range research roadmap. | Corporate Officer/Principal | - |
Training of Thomas O. Moe
| St. Thomas University (Florida) | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
ThinkEquity Partners
ThinkEquity Partners Investment ManagersFinance Headquartered in San Francisco with additional offices in New York City, Minneapolis, Chicago and Boston, ThinkEquity Partners is a broker/dealer. The firm offers targeted research and investment banking services for institutional investors and corporate clients. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals, with a particular concentration on healthcare, technology, media/education and business/consumer services. The firm starts with a top-down analysis approach and then allocates resources based on a long-range research roadmap. | Finance |
- Stock Market
- Insiders
- Thomas O. Moe
