Career history of Tom Lockard
Former positions of Tom Lockard
| Companies | Position | Start | End |
|---|---|---|---|
Stone & Youngberg LLC
 Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Corporate Officer/Principal | 10/12/2009 | 31/08/2011 |
Fundrise Advisors LLC
 Fundrise Advisors LLC Investment ManagersFinance Fundrise Advisors LLC (Fundrise) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded by Benjamin S. Miller in 2012 and is a wholly-owned subsidiary of Rise Companies Corp. Fundrise provides advisory services to real estate investment trusts. | Sales & Marketing | 31/08/2014 | - |
| University of Pennsylvania | Corporate Officer/Principal | - | - |
Training of Tom Lockard
| Stanford University | Undergraduate Degree |
| Claremont Graduate University | Graduate Degree |
| University of Pennsylvania | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Stone & Youngberg LLC
Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Finance |
Fundrise Advisors LLC
Fundrise Advisors LLC Investment ManagersFinance Fundrise Advisors LLC (Fundrise) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded by Benjamin S. Miller in 2012 and is a wholly-owned subsidiary of Rise Companies Corp. Fundrise provides advisory services to real estate investment trusts. | Finance |
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