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About
Thomas Laviano is a seasoned investment professional with a strong background in portfolio management, trading, and technical analysis. He currently serves as Director, Portfolio Management & Investment Research at United Asset Strategies, Inc. (UAS), an SEC-registered investment advisor headquartered in Garden City, New York. In this role, he oversees the development and implementation of comprehensive investment strategies for high-net-worth families, businesses, pensions, and foundations, with a focus on equities, options, fixed income, and technical analysis. His responsibilities include managing client portfolios, conducting market research, and providing tailored investment solutions that align with clients' objectives and risk tolerance.
Laviano specializes in equity portfolio management, with expertise in fundamental and technical analysis, as well as trading strategies for both equities and fixed income securities. He is particularly adept at identifying investments with an asymmetrical risk-to-reward profile, utilizing a combination of quantitative and financial-statement analysis, technical analysis, and independent research. His approach emphasizes value and intermediate-term growth, and he is skilled in structuring account ownership and managing a diverse range of investment vehicles, including common and preferred stocks, ETFs, and limited partnership interests.
Prior to his current position, Laviano held various roles at UAS, including Analyst-Equity, Trading-Equity, and Portfolio Manager-Equities, starting in 2012. He also has experience as a Corporate Officer/Principal at Charles Schwab Bank and Edward D. Jones & Co. LP. Laviano holds an MBA in Corporate Finance from Dowling College, an MA in Physical Education from Adelphi University, and a BS in Physical Education from the State University of New York College at Cortland. He is a Chartered Market Technician (CMT) and is recognized for his contributions to the investment industry through his expertise in portfolio management and technical analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Asset Strategies, Inc. | Portfolio Manager | May 2013 to Present | — |
| United Asset Strategies, Inc. | Trading Operations | Aug 2012 to May 2013 | — |
| United Asset Strategies, Inc. | Intern | May 2012 to Aug 2012 | — |
| Ultimate Health Outcomes | Exercise Physiologist and Account Manager | Oct 2011 to Aug 2012 | — |
| Charles Schwab | Financial Consultant | Apr 2006 to Jul 2010 | — |
| Edward Jones | Investment Representative | May 2004 to Apr 2006 | — |
| Ultimate Health Outcomes | Director | Aug 1999 to May 2004 | — |
Education
Dowling College
MBA, Corporate Finance
2011 — 2012
Adelphi University
MA, Physical Education
1998 — 1999
State University of New York College at Cortland
BS, Physical Education
1996 — 1998
Others at United Asset Strategies, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Chief Portfolio Strategist | Garden City, NY , United States |
M M Guy Riccardi | Portfolio Manager | Huntington Station, NY , United States |
W Wei Lee | Portfolio Manager | New York, NY , United States |
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C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
