Dakota Live Call #103 Replay

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11:00 a.m. Call 2:00 p.m. Call

Copy of Copy of DLC 111

June 30, 2022

Our Guest Speaker

Tom Thornton, Senior Vice President, Research and Due Diligence, Asset Management Services- Raymond James


Tom Thornton is Research Director for Asset Management Services at Raymond James and Associates. He is responsible for leading a team of over 25 analysts who determine asset allocation, selection and monitoring of the current funds, ETFs and separately managed account managers totaling over 200 strategies across RJCS SMA, discretionary Freedom funds and UMA on the Raymond James advisory platforms. Tom started in the financial industry in 1988, joined Raymond James in 1990 and established the AMS Research team in 1996.  Tom has a B.S. in Finance from the University of Illinois.

He earned his Chartered Financial Analyst charter in 1998 and is a member of the CFA Institute, CAIA Association, and Financial Analysts of Tampa Bay.  He holds the Chartered Alternative Investment Analyst designation (CAIA), the Certificate in Investment Performance Management designation (CIPM) and also Series 6, 7, 63, and 65 licenses. Tom is Chairman of the AMS Investment Committee, and sits on the RJA Mutual Fund Research Committee.

Dakota will present detailed profiles on US Bancorp and all allocators in North Carolina

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Key highlights we will cover on US Bancorp:

  • We will discuss how the various research teams within US Bancorp.

  • We will profile the family office team and bank trust teams.

  • We will highlight current thoughts within research

Also featured on Dakota Live! #103 Replay:

  • Interview: Tom Thornton, Raymond James
  • Metro Area Profiled: North Carolina 
  • Dakota's Call Notes from the Week 

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