Thomas Carroll

Financial Analyst at Porter and Company
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Location
Washington DC-Baltimore Area

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5.0

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Jamie Shurtleff

A supportive, collaborative, and capable managing director.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Jul 2023 - Present

      Porter and Company Activist Investor Porter and Company Activist Investor

    • Board Member
      • Sep 2018 - Present

    • Chief Operating Officer
      • Jan 2018 - Oct 2018

    • United States
    • Investment Management
    • Co-Founder
      • Jan 2014 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director
      • May 2000 - Jul 2017

      I led the health services research group that focused on health services, policy, managed care and coordinated care focused organizations. More recently, our time has been spent getting to know the many new private healthcare companies coming out of the woodwork. We personally invested in several.

    • Former Managing Director - Healthcare Equity Research
      • 2000 - 2017

    • Managing Director
      • 2000 - 2005
    • Financial Services
    • 1 - 100 Employee
    • Senior Consultant
      • Sep 1997 - May 2000
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Financial Analyst
      • Aug 1997 - Sep 1998
    • Staff Consultant
      • Sep 1992 - Aug 1996

Education

  • The Johns Hopkins University
    MHS, Health Finance and Management
    1996 - 1998
  • Towson University
    1990 - 1992
  • Seneca Valley High School

Community

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