Client Services Team

William H. Thomas, CFA
Managing Director
Eastern Investment Advisors

Bill Thomas has over 30 years of investment research and portfolio management experience. He provides investment management, financial planning and fiduciary services to individuals, trusts, and institutions on Cape Cod.

Professional Experience
Mr. Thomas joined Eastern investment Advisors in 2005. Prior to joining EIA, he spent 17 years at Baring Asset Management in Boston where, for the last six years, he was head of U.S. Equities, leading the investment team in building portfolios for regional and global clients. Before that, he was an analyst and portfolio manager for Bank of New England and earlier, for Bank of Boston.

Education
Mr. Thomas earned his Master of Business Administration from the Tuck School of Business at Dartmouth College and a Bachelor of Science degree with honors from Norwich University. He is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society and the Estate Planning Council of Cape Cod.

Mr. Thomas can be reached at 508-923-2806.

Privacy Policy   |    Locations    |    Sitemap
Securities and Insurance Products
  • Not insured by FDIC or any federal government agency
  • Not deposits of or guaranteed by any bank
  • May lose value
  • Equal Housing Lender