Erin
Carney

Thornburg Investment Management Inc

CRD#4345732
Investment Advisor
in Santa Fe, NM

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About this Advisor

Erin Carney is a chartered financial analyst who works in Santa Fe, New Mexico with a total of 5 years of industry experience. Carney currently works for Thornburg Investment Management Inc. Over the course of their career, Carney has held roles at Fountain Capital Management LLC, Thornburg Investment Management Inc, Pollen, Inc D/B/A/ C2Fo and None. Carney is registered to work in New Mexico. Thornburg Investment Management Inc is a registered investment firm based out of Santa Fe, NM. It oversees $39 billion in assets among its 658 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 658 customer accounts, 65% are associated with high-net-worth clients who have greater than $1 million in assets. Thornburg Investment Management Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by Thornburg Investment Management Inc most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2300 North Ridgetop Road
Santa Fe, NM 87506

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$38,735,282,461

NM Average: $3,612,835,751
Total Number of Employees

204

NM Average: 18
Total Number of Accounts

658

NM Average: 517
Average Account Size

$58,868,210

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Erin Carney Work History

Erin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Thornburg Investment Management Inc

2016 - 2018 (2 years)

Pollen, Inc D/B/A/ C2Fo

2015 - 2016 (1 year)

None

2004 - 2015 (11 years)

Fountain Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erin Carney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thornburg Investment Management Inc

John Hackett
Santa Fe, NM
Mahmut Arikan
Santa Fe, NM
Elijah King
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
Brian Ridgeway
Santa Fe, NM
Danielle Morrison
Denver, CO
William Chisholm
Coopersburg, PA
Linda Short
Santa Fe, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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