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General Meeting

Fixed income is back?

Join us on Wednesday, November 8th to learn more about our distinguished guest speaker, John Tuohy! He will share his profound insights in the field of fixed income and in his current role at SWBC.

John Tuohy is CEO of SWBC Investment Services, LLC, a Broker/Dealer and SWBC Investment Company, an SEC Registered Investment Advisor (RIA). In this role, John is responsible for identifying, developing, and executing the division’s strategic plan and all business development, sales, and marketing activities.

John joined SWBC in 2015 as one of the Managing Directors of Investment Services Capital Markets (ISCM), helping establish the company’s first ever fixed income trading desk. He has 19 years of experience in business development, sales, and investment/wealth management—15 of those with Advisors Asset Management, ending his time with the company as Senior Vice President, leading a national sales team of more than 100 representatives. He has achieved the Million Dollar Producer designation 10 times.

John is a graduate of Providence College with a Bachelor of Science in Business Management. He holds the FINRA Series 7, 24, 63, and 66 licenses.

Later Event: November 15
Investment Society Elections