Bonnie joined South Shore Capital Advisors in June 2012. Bonnie has over 15 years of financial services industry and accounting experience. Most recently, Bonnie was employed in the office of the Treasurer for the Town of Cohasset, MA. Previously, she worked as an assistant in the Boston offices of Lehman Brothers and Fidelity Investments on their municipal bond desks. Bonnie has a B.S. in Accounting from the University of Maine. At SSCA Bonnie handles client billing and portfolio record keeping along with financial record keeping for the SSCA business as a whole. Bonnie can be reached at firstname.lastname@example.org.
Taylor Thomas, the founder of South Shore Capital Advisors, is a veteran of Wall Street who spent 12 years working at Credit Suisse, and its predecessor firm Donaldson, Lufkin, & Jenrette, as an institutional equity salesman in New York. He covered hedge funds, insurance companies, investment advisors, and ultra high net worth families. He started his Wall Street career as a management trainee at Salomon Brothers in 1994.
Mr. Thomas has an M.B.A. from the Dartmouth College Amos Tuck School of Business Administration and a B.A. in History from Dartmouth College. He started this firm in December 2006.
LOWELL THOMAS, CFA
Lowell Thomas joined South Shore Capital Advisors in October 2008 to open the Newport, Rhode Island office. Mr. Thomas has 25 years of investment experience with a background in international equities. He started his career in private wealth management at Brown Brothers Harriman & Co. He later spent eight years in institutional equity sales in Europe with Drexel Burnham Lambert in Zurich and Barclays Bank in London. Most recently, he ran the Citigroup international equity desk in Boston.
Mr. Thomas has a B.A. in Economics from Tufts University and is a Chartered Financial Analyst.