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Thomas S
CFA®, Series 63, Series 66
Bellevue, WA
Talbot Financial, LLC
Thomas Swoffer is a CFA® charterholder with 26 years of industry experience. He has been with Talbot Financial, LLC since 2018 and previously worked at RW Baird and Asset Planning and Management. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, focusing on value-oriented, fundamental analysis and portfolios composed mainly of individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized unregistered real estate SPVs to qualified accredited investors.
James P
Series 63, Series 65
Bellevue, WA
Talbot Financial, LLC
James Pirak is a financial advisor at Talbot Financial, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Talbot Financial since 2015. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, using a value-oriented, fundamental analysis approach focused mainly on individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized real estate investment vehicles to qualified accredited investors.
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