South Shore Capital Advisors
Cohasset, MA | Newport, RI

Lowell

Lowell.jpeg

Lowell Thomas

Lowell Thomas joined SSCA in October of 2008 to open the Newport, Rhode Island office. He began his career in 1983 with Brown Brothers Harriman in New York. In 1985 he moved to the firm’s Zurich office. Later he joined Barclays Bank in London.

In Europe he worked with pension funds, private banks, and mutual funds. His clients were based in Amsterdam, Geneva, London, Oslo, Stockholm and Zurich.   

Returning to New York in 1993 he joined Smith New Court an affiliate of the Rothschild banking group. Here he advised US based mutual funds and hedge funds on their overseas investments. Later he worked for Citigroup running their International Desk in Boston in the same capacity.

“A strong and successful client / advisor relationship depends on communication. This goes well beyond providing the usually bland, one size fits all, commentary stuffed into the envelope with each quarterly statement. These commentaries are often backward looking, providing a grab bag of economic and market data that may not be relevant to your investments. We communicate differently. We focus on what is in our clients’ portfolios and why. We comment on portfolio changes and discuss where we think financial markets are headed and why. Typically, each portfolio we manage is different, which means each letter we send to clients is unique. This reflects the differing needs and risk tolerances unique to each client. The extra time we put into communicating is important to us. We look for feedback. In fact we encourage it. “

Lowell received a B.A. in Economics from Tufts University and is a Chartered Financial Analyst.

Outside of work, Lowell is an avid sailor and golfer and active in the community. He sits on the board of the Conanicut Island Land Trust and is an Executive Board member and Treasurer of Sail Newport, a non-profit that promotes sailing and environmental awareness to all members of the community.