Profile
Mr. Middleton formed Middleton & Company in 1984 after more than 22 years in portfolio management, investment counsel and security analysis.
A graduate of Yale University, Mr. Middleton received his M.B.A. from Harvard Business School after serving in the U.S.
Navy.
A Chartered Financial Analyst and a Chartered Investment Counselor, Mr. Middleton is a member of the Boston Economic Club and the Boston Security Analysts Society.
Thomas Mike Middleton active positions
| Companies | Position | Start |
|---|---|---|
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Corporate Officer/Principal | - |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | - |
Former positions of Thomas Mike Middleton
| Companies | Position | End |
|---|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Founder | - |
Training of Thomas Mike Middleton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Consumer Services |
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