Tom Taranto

Tom Taranto

Portfolio Manager-Equities at HBK Sorce Advisory LLC

Finance
Consumer Services
Process Industries

Profile

Mr. Thomas J.
Taranto
is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He joined the firm in 2011 and has extensive experience working with high net-worth families on comprehensive financial planning, estate planning, insurance planning and asset management services.
He is a member of the Financial Planning Association and serves on the Board of Canfield Presbyterian Church.
He also serves as Treasurer of the Canfield Soccer Club.
He organizes the annual Steve Speece Memorial Triathlon and Picnic and the Pancreatic Cancer Action Network.
He has worked with a wide array of clients, including institutional investors, major donors, small businesses and non-profit organizations.
He specializes in finding solutions for business and land owners seeking unique financial planning.
Specifically, he has helped many clients capitalize on oil, gas and other energy-related investments in order to maximize the yield of their ventures.
Prior to joining HBK Sorce Advisory in 2011, Mr. Taranto was employed by Budros, Ruhlin & Roe, Inc., Alltel Communications LLC, Toyota Motor Manufacturing North America, Inc., and The Sherwin-Williams Co., and an Assistant by Columbus State Community College.
Mr. Taranto earned a Bachelor of Science in Business Administration in Marketing and Logistics from The Ohio State University’s Fisher College of Business and a Master of Arts in Higher Education Administration, also from The Ohio State University.
He is a Certified Financial Planner and an Accredited Investment Fiduciary.

Tom Taranto active positions

CompaniesPositionStart
Portfolio Manager-Equities 2010-12-31
All active positions of Tom Taranto

Former positions of Tom Taranto

CompaniesPositionEnd
Corporate Officer/Principal 2011-01-30
Corporate Officer/Principal 2003-04-29
Corporate Officer/Principal 2001-09-29
THE SHERWIN-WILLIAMS COMPANY Corporate Officer/Principal 2001-06-29
Columbus State Community College (Ohio) Corporate Officer/Principal -
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Training of Tom Taranto

The Ohio State University Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

16

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies1
THE SHERWIN-WILLIAMS COMPANY

Process Industries

Private companies4

Finance

Communications

Consumer Durables

Finance

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