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Thomas Kennedy
Portfolio Manager

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Background and Current Role

  • Tom has over 14 years of wealth management experience with expertise in strategic portfolio management and the detailed design and implementation of sophisticated wealth planning techniques.
  • He spent 4 years as a Financial Advisor, Registered Principal and Certified Financial Manager with Merrill Lynch’s Private Client Group. 
  • Tom has assisted clients and investors in analyzing, negotiating & managing commercial and residential real estate portfolios for the last 8 years. 
  • His current role is a Portfolio Manager and member of the Inverness Research Committee at Inverness. Tom and the Inverness team are responsible for the daily oversight and management of approximately $450 million for Inverness clients.

Education

  • John Carroll University, BSBA Finance, 1996.
  • CFA level II candidate.

Associations and Community Involvement

  • Member of The CFA Institute & The CFA Society of Cleveland..
  • Supports and raises funds for various charitable organizations including Lutheran West High School, Westside Catholic Center, Cleveland Womens' Center & OROC.

Personal

  • He currently resides in Avon Lake, Ohio with his wife Christine and their four children. 
  • Tom & Christine are active long distance runners and compete in both marathons and half marathons.

Securities Offered through First Allied Securites, Inc. Broker/Dealer Member FINRA/SiPC.

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PRIVACY POLICY

At Inverness Investment Group, LLC and Inverness Securities, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.

The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.

CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.

CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.

CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES COLLECTS
We collect nonpublic personal information from the following sources:

If you have more than one account with Inverness, you may receive multiple notices.

One Chagrin Highlands
2000 Auburn Drive Suite 440 Beachwood, Ohio 44122
Tel: (866) 635-0388  Tel: (216) 839-5130  Fax: (216) 839-5131
Email: renner@investinverness.com

Inverness Securities, LLC Member NASD and SIPC
Inverness Investment Group, LLC is affiliated with Inverness Securities, LLC

PRIVACY POLICY INVERNESS ADVISORS

At Inverness Advisors, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.

The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.

CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information

CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.

CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS COLLECTS
We collect nonpublic personal information from the following sources:

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