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Muni Bond Tax-Loss Harvesting: Turning Underperforming Investments Into Opportunity
How SMAs and Interval Funds Can Help Meet Municipal Investor Needs
hand holding blocks on a table
Why SMAs Are Gaining Ground With Advisors in Wealth Management Portfolios

Mark Thomas

Account Manager, Global Wealth Management

Mr. Thomas is an executive vice president in the Newport Beach office and a member of PIMCO’s global wealth management group, responsible for the managed account and models businesses. Prior to joining PIMCO in 2011, he was responsible for managed account and college savings business at Allianz Global Investors and was an investment officer at Nicholas-Applegate Capital Management. He has 26 years of investment and financial services experience and holds an MBA from San Diego State University and a bachelor's degree from the University of New Mexico.

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