Tom Sauer

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Finance

Consumer Services

Profile

Mr. Tom Sauer is an Equity Analyst at Howe & Rusling, Inc. He focuses on identifying investment opportunities for clients.
Prior to joining Howe and Rusling, Mr. Sauer worked as a Foreign Exchange Trade Specialist for The Bank of New York Mellon.
He holds an M.S.
in Finance from the Simon School of Business at the University of Rochester.

Former positions of Tom Sauer

Companies	Position	End
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Analyst-Equity	01/02/2019
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Finance
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Finance

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