Tommy Healy

Analyst-Equity at

Sargent Investment Group LLC

Consumer Services

Finance

Profile

Mr. Tommy Healy is an Associate Vice President & Financial Advisor at Sargent Investment Group LLC.
He currently manages client portfolios, designing investment and retirement plans to meet clients’ financial & life goals.
Tommy also serves the team as an equity trader, performs investment analysis & research, and is a member of the firm’s Investment Committee.
Mr. Healy was with NTT Data Consulting, Inc. (formerly Carlisle & Gallagher Consulting Group, LLC) as an Analyst where he specialized in delivering large-scale, complex technology solutions for the world’s leading financial services organizations.
He received his Bachelor’s degree in Economics and minor in Business: Finance from Sewanee-The University of the South.

Tommy Healy active positions

Companies	Position	Start
Sargent Investment Group LLC Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation.	Analyst-Equity	2018-07-31

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Private companies	2
Sewanee-The University of the South Sewanee-The University of the South Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sargent Investment Group LLC Sargent Investment Group LLC Investment ManagersFinance SIG begins the investment process by defining a client’s current situation and long-term investment goals. Their primary investment execution is through individual equity and fixed income securities, mutual funds and ETFs, which are combined into a customized, proprietary asset allocation for each client. The firm may also incorporate alternative and third-party manager’s investments within the client’s asset allocation.	Finance

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