Profile
Mr. Tom Lockard is a Managing Director at Stone & Youngberg LLC.
Prior to joining Stone & Youngberg LLC in 1984, Mr. Lockard was a Trustee at University of Pennsylvania and a Board Member of Coro Northern California
Mr. Lockard received his undergraduate degree from Stanford University, an MA from Claremont Graduate University, and an MBA from The Wharton School University of Pennsylvania.
Former positions of Tom Lockard
Companies | Position | 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 | 2011-08-31 |
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 | - |
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 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
- Stock Market
- Insiders
- Tom Lockard