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Tom Dugan
Analyst-Equity at Confluence Investment Management LLC
Profile
Mr. Thomas W.
Dugan, CFA MBA, is a Portfolio Manager at Confluence Investment Management LLC.
He performs market research as a member of the Equity Investment Committee and has portfolio management responsibilities for all of Confluence’s equity investment strategies, with particular focus on the Increasing Dividend Equity Account strategy.
He, like all portfolio managers at Confluence, is also an analyst.
As an equity analyst, his primary areas of coverage include Insurance, Asset Management, Financial Tech and Industrials.
He has nearly 20 years of value-oriented equity research experience.
Prior to joining Confluence, Mr. Dugan served as an equity analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. Previously, he was an equity analyst with Martin Capital Management in Elkhart, Indiana.
Mr. Dugan graduated summa cum laude with a Bachelor of Science in business administration in finance and economics from Rockhurst University.
He earned his Master of Business Administration from the Kelley School of Business at Indiana University and is a CFA charter holder.
Tom Dugan active positions
Companies | Position | Start |
---|---|---|
Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Analyst-Equity | 2008-07-31 |
Former positions of Tom Dugan
Companies | Position | End |
---|---|---|
Gallatin Asset Management, Inc.
![]() Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Analyst-Equity | 2007-05-30 |
Martin Capital Management LLC
![]() Martin Capital Management LLC Investment ManagersFinance Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions. | Analyst-Equity | 2006-12-30 |
Training of Tom Dugan
Rockhurst University | Undergraduate Degree |
Kelley School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Martin Capital Management LLC
![]() Martin Capital Management LLC Investment ManagersFinance Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions. | Finance |
Gallatin Asset Management, Inc.
![]() Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Finance |
Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Finance |
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