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Thomas R Samuelson, CFA®, CMT®

Thomas R. Samuelson, CFA, CMT

Senior Portfolio Manager

Thomas Samuelson serves as a Senior Portfolio Manager, overseeing several of Cetera’s most innovative stock selection strategies. He also served as Senior Portfolio Manager at First Allied Asset Management, which integrated into Cetera Investment Management in 2015. Previously, Mr. Samuelson served as Portfolio Manager at Invesco Funds Group for a diversified long/ short fund and a sector energy fund, where he improved the energy fund’s Lipper peer group ranking from bottom-quartile to upper-quartile while its assets grew to more than $330 million. He also served as President and Portfolio Manager for Denver Energy Advisors, where he managed separate accounts for large institutional clients such as the Notre Dame endowment. Mr. Samuelson received his derivatives experience from Suisse Bank Corp (previously O’Connor & Associates), where he managed proprietary funds for the bank.

He began his career as a high-yield bond analyst for Duff & Phelps in Chicago and later became a partner of the firm. Mr. Samuelson received a Bachelor of Science in engineering and an MBA from the University of Tulsa.

Additionally, he is one of a few people worldwide who have earned both the Chartered Financial Analyst® (CFA) and Chartered Market Technician® (CMT) designations.

Note: Cetera Investment Management LLC is a registered investment adviser owned by Cetera Financial Group®. It provides investment research, portfolio and model management, and investment advice to its affiliated broker-dealers, dually-registered broker-dealers and registered investment advisers.

Cetera Investment Management LLC individuals who provide investment management and advisory services are not associated persons with any broker/dealer.