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Thomas Hardin, CMT, CFP

Thomas Hardin, CMT, CFP

Senior VP/Senior Portfolio Manager

Followers of Thomas Hardin, CMT, CFP1000 followers
location of Thomas Hardin, CMT, CFPZionsville, Indiana, United States

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  • Timeline

  • About me

    Managing Director / Chief Investment Officer at Canterbury Investment Management, LLC

  • Education

    • The University of Chicago Graduate School of Business

      -
      Certification in Investment Portfolio Management

    • The University of Chicago Booth School of Business

      -
      Portfolio Management

    • Skidmore College

      -
      B.S. Business

    • University of Chicago Graduate School of Business

      -
      Investment Portfolio Management

    • The University of Chicago Booth School of Business

      -
      Investment Portfolio Management Certification

  • Experience

    • EF Hutton - Hutton Portfolio Management

      Jan 1982 - Jan 1988
      Senior VP/Senior Portfolio Manager

    • Portfolio Management Group - Division of Morgan Stanley Asset Management

      Mar 1982 - Mar 2003
      Senior Vice President / Senior Portfolio Management Director

      Senior Portfolio Manager / DirectorPortfolio Management Group

    • Canterbury Investment Management, LLC

      Apr 2003 - now
      Managing Director / Chief Investment Officer

      Canterbury Investment Management is a fee-only portfolio manager who partners with large platforms to implement their unique ETF-based Portfolio Thermostat management methodology. Partners include large RIAs with 200+ representatives, investment consultants and ETF distribution agencies.

  • Licenses & Certifications

    • Chartered Market Technician

      Market Technician's Association
      Jan 1993

    • Certified Financial Planner

      College for Financial Planning
      Jan 1981