Tom O'Neil, CIMA®
Senior Vice President, Senior Portfolio Manager, Asset Management
Bio
Tom is a senior portfolio manager serving both individual and institutional clients. He joined Atlantic Union Bank Wealth Management in 2017 after serving a large financial institution for over 25 years as both a research analyst for Small Cap, Mid Cap and Large Cap mutual funds and portfolio manager. As a seasoned investment professional, Tom brings a broad perspective and significant experience to managing client assets.Tom holds a Bachelor of Science in Finance and Economics from Elon University and a Bachelor of Science in Information Systems from Virginia Commonwealth University. He is a Certified Investment Management Analyst (CIMA®).
DISCLOSURES:
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.