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Thomas C. Wells, Trading Supervisor, Portfolio Management, is primarily responsible for trade execution and the oversight of trade support personnel. In addition to providing equity and fixed income research support, he also actively assists in monitoring client portfolio asset allocation targets and implementing necessary changes to client portfolios. Tom earned a B.A. in Biology and Economics from Bowdoin College in 2015.
Prior to joining PGA in April 2018, Tom worked for Fidelity Investments in the Burlington, MA Investor Center as a Financial Representative, where he focused on operations and service while providing introductory financial planning.