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Mini lowell thomas
South Shore Capital Advisors, llc
Newport, RI

Lowell Thomas

CFA®
Because the United States accounts for only one-third of the world's equity markets and a quarter of its GDP we manage global portfolios.
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Meet Lowell

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Introduction - Lowell Thomas
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Our Global Investment Approach - Lowell Thomas
Video Transcripts

Lowell Thomas joined South Shore Capital Advisors in October 2008 to open the Newport, Rhode Island office. Mr. Thomas has 25 years of investment experience with a background in international equities. He started his career in private wealth management at Brown Brothers Harriman & Co. He later spent eight years in institutional equity sales in Europe with Drexel Burnham Lambert in Zurich and Barclays Bank in London. Most recently, he…

Lowell Thomas joined South Shore Capital Advisors in October 2008 to open the Newport, Rhode Island office. Mr. Thomas has 25 years of investment experience with a background in international equities. He started his career in private wealth management at Brown Brothers Harriman & Co. He later spent eight years in institutional equity sales in Europe with Drexel Burnham Lambert in Zurich and Barclays Bank in London. Most recently, he ran the Citigroup international equity desk in Boston.

Mr. Thomas has a B.A. in Economics from Tufts University and is a Chartered Financial Analyst.


Services offered

Investment Management
Retirement Planning
College Planning

Experience with

Small business owners
Finance professionals
Legal professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

BA - Tufts University
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