WEST CONSHOHOCKEN, PA, December 3, 2019 – Boenning & Scattergood, Inc., a leading independent securities, asset management, and investment banking firm, is pleased to announce Tom Haldeman has joined its Investment Banking Division at its headquarters in West Conshohocken, PA.
Tom’s responsibilities as an Analyst include supporting the senior Investment Banking Staff in the firm’s merger and acquisition activity, public offerings and private placements of debt and equity securities, as well as other financial advisory services to public and private companies in the insurance, banking, and industrial sectors.
Tom joins Boenning & Scattergood from Wells Fargo’s Corporate and Investment Banking Group, where he arranged financing for insurance and asset management companies across various forms of the capital stack. During his two-year tenure as an Analyst, Tom successfully closed six transactions for approximately $1.1 billion in senior debt.
“We are pleased to have Tom join our team,” commented Chad Hull, Managing Director and Head of Investment Banking at Boenning & Scattergood. “Tom’s prior experience at a large money center bank working with financial services companies provides him with a great base of experience, which will be a wonderful resource for our clients.”
“Tom’s particular experience assisting insurance company clients further enhances Boenning & Scattergood’s ongoing effort to grow substantial resources for the benefit of these important clients,” added Anthony Latini, Managing Director of Investment Banking at Boenning & Scattergood.
Tom graduated from Villanova University with a major in Finance and a minor in Management Information Systems. During his time at Villanova, Tom was a member of the Mergers & Acquisitions Society and helped manage the Finance Department’s Student Managed Fund, which accepted alumni donations and hand-picked investments within a small class of selected students to generate returns. He also served as the Student Manager for the National Championship-winning Villanova basketball team from 2013 to 2017 and currently volunteers as Fundraising Chair for the Young Professionals Committee of the Special Olympics Pennsylvania.
About Boenning & Scattergood, Inc.
Established in 1914, Boenning & Scattergood is one of the oldest independent securities, asset management, and investment banking firms in the Mid-Atlantic, Midwest, and Northeast Regions. Professionals at the firm provide individual investors, corporate and municipal clients, and institutions a full complement of financial services, including retail brokerage, wealth management, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy, and asset management. For more information, please visit www.boenninginc.com. Member FINRA / SIPC.
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Boenning & Scattergood, Inc.