We manage our clients’ portfolios as if they were our own

Professional Staff

TBP Advisors, Ltd. Professional Staff
John H. Plunkett

John H. Plunkett, Chairman

John has been with TBP Advisors and its predecessor firm, Thorson, Brown & Plunkett of Greenwich, CT, as a Principal and Portfolio Manager since 1977. He has been Chairman of TBP Advisors since it became an independent firm in 1999. John was previously with Brown Brothers Harriman & Company in New York City where he became Deputy Head of the Investment Advisory Department and then head of the Institutional Investment Department. John began his career with Citibank as an Analyst and Portfolio Manager. John earned a BA from Dartmouth College and an MBA from the University of Michigan.
Contact John at: jhplunkett@tbpadvisors.com

Gerald D. Levitz

Gerald D. Levitz, CFA, President

Jerry has been with TBP Advisors and its predecessor firm, Thorson, Brown & Plunkett of Greenwich, CT, as a Principal and Portfolio Manager since 1984. He has headed TBP Advisors since it became an independent firm in 1999. Jerry was previously with Brown Brothers Harriman & Company in New York City, where he became a Manager in the Institutional Investment Department. Jerry has a BA in Economics from Cornell University and an MBA in Finance from the Wharton School of the University of Pennsylvania. He also is a Chartered Financial Analyst. Jerry is a member of the New York Society of Security Analysts as well as The CFA Institute.
Contact Jerry at: gdlevitz@tbpadvisors.com


Thomas A. Conte

Thomas A. Conte, Senior Vice President

Tom joined TBP Advisors in 2007. He was previously a Vice President with AllianceBernstein in New York City and started his investment career with Merrill Lynch and The BJ Group in Irvington, NY. Tom is a member of the New York Society of Security Analysts and the CFA Institute. He has an MBA from Fordham University and a BS from Bowling Green State University.
Contact Tom at: tomconte@tbpadvisors.com

Lisa Giordano

Lisa Giordano,
Vice President of Business Development

Lisa has been with TBP Advisors since 1998. She joined Thorson, Brown & Plunkett in Greenwich, CT after starting her career with Paine Webber and Phibro Energy in Greenwich, CT. Lisa has an MAT from Manhattanville College and a BBA from Iona College.
Contact Lisa at: lisa@tbpadvisors.com

TBP Advisors, Ltd. is based in Westchester County, NY, serving clients nationally, in New York City, and in the surrounding towns of Armonk, Bedford, Bronxville, Chappaqua, Harrison, Purchase, Rye, Scarsdale, and White Plains, NY and Darien, Fairfield, Greenwich, New Canaan, Ridgefield, Stamford, Weston, and Westport, CT.

Westchester, NY and Fairfield County, CT

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