Thomas Carr Jr., CFP®
Chief Compliance Officer,
Senior Portfolio Manager
Tom Carr joined Gould Asset Management in 2002.
He is a partner and chief compliance officer for the firm. His primary responsibilities include compliance oversight, 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 has served as treasurer for the House of Ruth, a non-profit organization that assists women and children affected by domestic violence. He also is a member of the board of directors of the Estate Planning Council of Pomona Valley, the board of the Inland Empire Estate Planning Seminar, and the consultative board of Pomona Catholic High School. Tom is an avid sports fan, and enjoys cycling, running and golf.
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