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Thomas Healy
Chief Portfolio Strategist at United Asset Strategies, Inc.
About
Thomas F. Healy III is the Chief Portfolio Strategist at United Asset Strategies, Inc., where he is responsible for leading investment strategy, developing asset allocation models, and overseeing portfolio construction for a diverse client base. Based in Garden City, NY, he plays a central role in shaping the firm's outlook on market trends and investment opportunities, working closely with team members to implement custom portfolio solutions for both individual and institutional clients.
Healy specializes in multi-asset class portfolio management, including equities, fixed income, and alternative investments, with a particular focus on sector allocation and risk management tailored to client objectives. His expertise covers strategies for high-net-worth portfolios, retirement accounts, and customized investment mandates, with ongoing analysis of macroeconomic developments and sector-specific opportunities in areas such as energy, financials, and technology.
With over 27 years in the investment industry, Healy previously held key positions as Director of Client Portfolio Analysis at Bessemer Trust and Senior Equity Analyst specializing in the energy sector at Salomon Smith Barney. He holds a B.A. in Economics from The State University of New York at Albany and is recognized for his client-focused approach, contribution to firm-wide investment policy, and leadership in navigating complex market cycles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Asset Strategies, Inc. | Chief Portfolio Strategist | Jan 2015 to Present | We work hard to make your assets grow, even harder to preserve them. We advance active investment management to another level with our disciplined sell and buy strategies, always putting our clients f... |
| Bessemer Trust | Director of Client Portfolio Analysis | Jun 1997 to Aug 2015 | Increasingly senior role at Bessemer from Equity Analyst to Deputy Research Director to Partner level position directing the firm’s portfolio analysis as part of the Investment Strategies group |
| Salomon Smith Barney Holdings Inc. (NYSE: SB) | Senior Equity Analyst - Energy | Apr 1992 to Jun 1997 | Provided fundamental research on companies in the Energy sector for an Institutional Investor ranked group |
Education
The State University of New York at Albany
B.A. in Economics
Others at United Asset Strategies, Inc. (3)
| Name | Role | Location |
|---|---|---|
M M Guy Riccardi | Portfolio Manager | Huntington Station, NY , United States |
| Portfolio Manager | New York, NY , United States | |
W Wei Lee | Portfolio Manager | New York, NY , United States |
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