a

Created by families, for families

Logo
Logo
a

Trust Company Talks with Chief Investment Officer Dan Tolomay

Share

Trust Company Talks co-hosts Bill Noble and Burke Koonce are joined by the firm’s chief investment officer Dan Tolomay for a wide-ranging discussion of investment topics.

We spend a little bit of time introducing Dan and we talk about his long history with the firm over numerous market cycles and the firm’s approach to managing investment portfolios. We touch on our long-standing partnership with Dimensional Funds and how the two firms work together while remaining two different firms.

Of course, we discuss our investment philosophy including our global approach and use of alternatives.

This is a highly informative episode and it was great to have Dan join us.

Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh.

Read More