Thomas Cowhey, financial advisor Brewster MA
96 score

Thomas Cowhey

CRD Number: 2014389
Current Firm: Hirtle, Callaghan & Company, LLC

Thomas Cowhey (CRD# 2014389) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Brewster, MA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hirtle, Callaghan & Company West Conshohocken, PA Nov 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Apr 1991
Contact Info for Thomas J. Cowhey
Phone Number: 610-828-7200
Registered State(s):
  • MA
  • PA
By the Numbers
  • Total Assets Under Management
    24,500
    MILLIONS
  • Total Number of Accounts
    4,433
    ACCOUNTS
  • Average Account Value
    $5,526,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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