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Profile
Thomas A. Knowles worked as a Senior Director at Sonata Capital Group, Inc. He also worked as a Director at Saean Group, Inc. from 2009 to 2011.
Prior to that, he was the President of Marshall & Sullivan, Inc. from 1990 to 2001.
Former positions of Thomas A. Knowles
| Companies | Position | End |
|---|---|---|
| SAEAN GROUP INC. | Director/Board Member | 2011-09-13 |
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Portfolio Manager-Equities | 2009-04-29 |
Marshall & Sullivan, Inc.
 Marshall & Sullivan, Inc. Investment ManagersFinance Marshall & Sullivan manages investment portfolios based on each client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm manages accounts on a discretionary basis and clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. | President | 2001-01-01 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Marshall & Sullivan, Inc.
Marshall & Sullivan, Inc. Investment ManagersFinance Marshall & Sullivan manages investment portfolios based on each client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm manages accounts on a discretionary basis and clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. | Finance |
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Finance |
Saean Group, Inc.
 Saean Group, Inc. Motor VehiclesConsumer Durables Designs and develops electric vehicles | Consumer Durables |
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