John Thomas, CFA, CFP®, MBA
Managing Partner, Senior Wealth Advisor
Greensboro, NC | 336-230-1811
Overview
John is a managing partner at SFG with deep financial analysis and planning experience including: valuing 50 private companies while employed by a regional accounting firm; representing Wachovia (now Wells Fargo) Bank to buy and sell-side Wall Street analysts; evaluating expected returns on capital investments and implementing projects for Wachovia’s Wealth Management division; and leading process reengineering and financial analysis projects for a top-15 property and casualty insurance company. He joined the company in 2005.
Education
BA – Economics and Foreign Affairs, University of Virginia
MBA – Loyola University Maryland, Sellinger School of Business
Credentials & Professional Associations
Chartered Financial Analyst (CFA) Charterholder
CERTIFIED FINANCIAL PLANNER® professional
Member of the Family Wealth Advisors Council, an invitation-only study group of prominent fee-only wealth management firms based around the U.S.
Member of the CFA Institute and the North Carolina Society of Financial Analysts
Community Service
Finance and Investment Committee, United Way of Greater Greensboro
Board of Directors, Finance and Investment Committee, Noble Academy
Volunteer, Junior Achievement of Central North Carolina
