Profile
Mr. Thomas C.
Smith, CPA CFP, is a Director-Wealth Strategist at Covenant Multifamily Offices LLC.
Prior to joining Covenant in 2012, he founded Bridge Wealth Management in Tyler and managed the firm from 2000 through 2012.
Before Bridge Wealth, he was a public accountant at Arthur Andersen's Dallas office and one of the first jointly credentialed CPA/CFP practitioners in the industry.
Mr. Smith graduated with a Bachelor of Science in Accounting from Oklahoma State University in 1988.
He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER and a Chartered Life Underwriter.
Former positions of Thomas C. Smith
| Companies | Position | End |
|---|---|---|
Bridge Wealth Management LLC
Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2011 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Portfolio Manager-Equities | - |
Training of Thomas C. Smith
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Oklahoma State University
Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Finance |
Bridge Wealth Management LLC
Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
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