Tom Dunlap

Senior Systems Developer at Prime Advisors, Inc.

Tom Dunlap

Tom Dunlap

Senior Systems Developer at Prime Advisors, Inc.

Overview
RelSci Relationships

75

Relationships

Chief Investment Strategist at Prime Advisors, Inc.

President, Chief Executive Officer, Board Member at Prime Advisors, Inc.

Chief Investment Officer at Prime Advisors, Inc.

Chief Portfolio Strategist at Prime Advisors, Inc.

Chief Financial Officer, Chief Administrative Officer & Chief Compliance Officer at Prime Advisors, Inc.

Controller at Prime Advisors, Inc.

Senior Vice President & Portfolio Strategist at Prime Advisors, Inc.

Senior Vice President, Investment Accounting at Prime Advisors, Inc.

Systems Administrator at Prime Advisors, Inc.

Vice President at Prime Advisors, Inc.

Subscribe to RelSci Professional to see 75 more Relationships
Paths to Tom Dunlap
Potential Connections via
Relationship Science
You
Tom Dunlap
Senior Systems Developer at Prime Advisors, Inc.
Career History
Senior Systems Developer
2006 - Current

Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies.Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^

Subscribe now for career history for over 7 million people
Other Affiliations

Tom Dunlap is affiliated with Prime Advisors, Inc.