Thomas Dorsey Woodward

Founder at

Woodward Diversified Capital LLC

Consumer Services

Finance

Profile

Mr. Thomas D.
Woodward is a Partner at Woodward Diversified Capital LLC.
Mr. Woodward entered the US Army and was honorably discharged in 1972.
He briefly worked at Ford Motor Company in the marketing department before moving on to Paine, Webber, Jackson, and Curtis in late 1972, which was later acquired by UBS.
In 1977, he moved back to the central valley from LA, taking a job in Bakersfield with Dean Witter, which later acquired Morgan Stanley.
He managed the Bakersfield office of Morgan Stanley from 1980 until 2003, at which time he was hired by Bank of America private bank.
He joined Wells Fargo's private bank in 2009.
He graduated with a degree in Economics from Cal State University of Northridge in January of 1970.

Thomas Dorsey Woodward active positions

Companies	Position	Start
Woodward Diversified Capital LLC Woodward Diversified Capital LLC Investment ManagersFinance Woodward Diversified Capital constructs a risk-adjusted, tax-efficient and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, and ETFs, mutual funds, and/or separately managed portfolios.	Founder	2018-12-31

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Private companies	2
California State University-Northridge California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Woodward Diversified Capital LLC Woodward Diversified Capital LLC Investment ManagersFinance Woodward Diversified Capital constructs a risk-adjusted, tax-efficient and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, and ETFs, mutual funds, and/or separately managed portfolios.	Finance

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