Thomas Holt CPA, PFS, CGMA
Managing Partner at Global Trust Asset Management, LLC- Claim this Profile
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Bio
Experience
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Global Trust Asset Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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Jan 2007 - Present
Investment management through customized asset allocation strategies. Management of client accounts through investment selection, trading, cashiering, and administration. Please see www.gbltrust.com for more detail. Investment management through customized asset allocation strategies. Management of client accounts through investment selection, trading, cashiering, and administration. Please see www.gbltrust.com for more detail.
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Nowlen, Holt & Miner, P.A.
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Accounting
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1 - 100 Employee
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Partner
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Nov 2003 - Present
Tax and estate strategies and planning. NH&M is the bridge between Investment Management with Global Trust and bringing a clients total family picture together with detailed tax knowledge and estate planning. Tax and estate strategies and planning. NH&M is the bridge between Investment Management with Global Trust and bringing a clients total family picture together with detailed tax knowledge and estate planning.
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Education
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Harvard University
Master of Liberal Arts (ALM), Finance Harvard University Extension School -
2002 - 2003
Wilbur O. and Ann Powers College of Business at Clemson University
Master of Professional Accountancy (MPAcc), Taxation -
Harvard University
Graduate Certificate in Corporate Finance -
1998 - 2003
Clemson University
B.S., Accounting
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