Thomas Carr Jr., CFP®
Senior Portfolio Manager
Tom Carr joined Gould Asset Management in 2002.
His primary responsibilities include portfolio management, investor reporting, and relationship management with clients and financial advisors. As a portfolio manager, Tom plays a lead role in the fixed income area, and has been instrumental in establishing and maintaining Gould’s high level of client service. Prior to joining Gould Asset Management, he was a senior investment specialist with Charles Schwab & Co., where he provided financial planning and investment advice for nine years.
Tom has a BA in Management Science from the University of California at San Diego, and holds both the Certified Financial Planner (CFP®) and Accredited Estate Planner certifications. He serves as treasurer for the House of Ruth, a non-profit organization that assists women and children affected by domestic violence. He also sits on the board of directors of the Estate Planning Council of Pomona Valley, and is a former president of the Council. Tom is an avid sports fan, and enjoys cycling, running and golf.
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