THOMAS E. VIEIRA

Prior to that I was employed at Keefe, Bruyette & Woods (KBW) in New York. KBW is a full-service, boutique investment bank and broker dealer that specializes in the financial services sector. The firm provides institutional & private investors and financial services companies with research, equity sales & trading, capital raising, and strategic advisory services. I served as Vice President in the Asset Management Division. We managed a large cap bank stock portfolio and a small cap bank stock portfolio for private investors... With retirement often lasting for 20 years or more, many of our clients are concerned about outliving their savings. To avoid a savings shortfall, it is critical to spend time now to help ensure that you will have the capital to afford the retirement lifestyle you desire. We'll help you choose the appropriate techniques designed to accumulate wealth for retirement income and offer sound alternatives for asset allocation and income distribution following..

Primary location: Rancho Santa Fe United States