Profile
Thomas Martin Weary founded Sovereign Asset Management LLC.
Mr. Weary also formerly worked at Diamond Portfolio Advisors LLC, as President & Chief Executive Officer, John Hancock Advisers, Inc., as Director of Research, Farmers Group, Inc., as Chief Equity Officer, Pacific Income Advisers, Inc., as Senior Vice President, and Lau Associates LLC, as Chief Investment Officer from 2011 to 2019.
Mr. Weary received his undergraduate degree from Harvard University and undergraduate degree in 1982 from Harvard College.
Former positions of Tom Weary
Companies | Position | End |
---|---|---|
Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Chief Investment Officer | 08/07/2019 |
Diamond Portfolio Advisors LLC
Diamond Portfolio Advisors LLC Investment ManagersFinance Founded in 1999, Diamond Portfolio Advisors LLC is a registered investment advisor located in Los Angeles. The firm offers equity and balanced portfolio management services to institutional and private clients | Director of Research - Equity | 30/12/2009 |
Pacific Income Advisers, Inc.
Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Portfolio Manager-Equities | - |
Farmers Group, Inc.
Farmers Group, Inc. Insurance Brokers/ServicesFinance The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA. | Corporate Officer/Principal | - |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Director of Research - Fxd Inc | - |
Training of Tom Weary
Harvard University | Undergraduate Degree |
Harvard College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Diamond Portfolio Advisors LLC
Diamond Portfolio Advisors LLC Investment ManagersFinance Founded in 1999, Diamond Portfolio Advisors LLC is a registered investment advisor located in Los Angeles. The firm offers equity and balanced portfolio management services to institutional and private clients | Finance |
Sovereign Asset Management LLC
Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management LLC is privately-held investment advisory firm headquartered in Oklahoma City, Oklahoma. It was founded in 1991 by Donald L. Sazdanoff. The firm provides discretionary investment management services to individuals and institutional investors, through separately managed accounts. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Farmers Group, Inc.
Farmers Group, Inc. Insurance Brokers/ServicesFinance The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA. | Finance |
Pacific Income Advisers, Inc.
Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Finance |
Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Finance |
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