Thomas Bergeron, CFA®

Senior Fund Manager and Senior Research Analyst

Headshot of Thomas Bergeron
Thomas Bergeron

Tom joined Frost Investment Advisors, LLC in 2014 and has over 19 years of investment experience.

As the lead manager of the Frost Value Equity team, he is directly responsible for stock selection and sector allocation. He is also responsible for conducting the due diligence and analysis selection of companies for the Frost Equity Funds.

Prior to joining the Adviser, he was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management. 

Tom earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance from Babson College.  He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

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