Tom Dugan, CFA

Vice President and Portfolio Manager

Tom performs market research as a member of the Equity Investment Committee and has portfolio management responsibilities for the five value equity strategies and the Increasing Dividend Equity Account (IDEA) strategy. Tom, like all portfolio managers at Confluence, is also an analyst. As an equity analyst, his primary areas of coverage include Insurance, Banking, Asset Management, Financial Technology, Consumer Goods, Transportation, and Industrials.

Tom has more than 12 years of value-oriented equity research experience. Prior to joining Confluence, Tom served as an equity analyst with Gallatin Asset Management, the investment management arm of A.G. Edwards, Inc. Previously, Tom was an equity analyst with Martin Capital Management in Elkhart, Indiana.

Tom 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 charterholder.