Surfside Capital Group

Personalized Wealth Management Solutions

Tom is committed to providing personalized financial planning and investment management services to help clients preserve and grow their wealth.

What do we do?

 

Surfside Capital Group offers comprehensive wealth management solutions to meet both the near- and long-term goals of our clients. Our financial planning and investment management services are customized to ensure each client’s unique goals and needs are met.


Surfside Capital Group provides investment advisory services through NWAM, LLC, dba Northwest Asset Management. Tom is an investment advisor representative of Northwest Asset Management.

 
 

Tom Whitehead
 

CFA®, EA®

Investment Advisor Representative

 

As a Chartered Financial Analyst (CFA®) with over a decade of experience in the financial services industry, Tom brings a deep knowledge of investment analysis, portfolio management, and capital market function.


Tom graduated cum laude from the Goizueta Business School at Emory University with concentrations in Finance and International Business. Tom holds the CFA® charter, the highest distinction in the investment management profession demonstrating a strong understanding of advanced investment analysis and portfolio management skills.


Previously, Tom managed money for institutional investors in Los Angeles at NWQ Investment
Management, an affiliate of Nuveen Investments, investing across a variety of industries and
geographies. He also spent nearly half a decade as an equity research analyst at Morgan Stanley in New York City, publishing research and investment opinions on companies in the Financial Services industry. It was during this time that he gained valuable insight about investment products and services available to investors.


In his free time, Tom enjoys traveling, surfing, playing golf, reading, and spending time with his wife Chase and his daughter Willow.

 

Have Questions? Reach Out

2124 Main Street, #195

Huntington Beach, CA 92648

Main: 714.340.5720
Fax: 714.536.3210

 

 

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.