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Thomas Allgeier

Valuation, Reporting, and Analytics

Real Estate | Kennett Square, PA

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About Thomas

Thomas (TJ) Allgeier is on Chatham’s Valuation, Reporting, and Analytics team. This team focuses on debt, asset, and derivative valuation as well as debt management operations and covenants monitoring. TJ assists real estate investors in solving complex valuation issues, leveraging his prior client relations experience to provide excellent service.

Prior to joining Chatham, TJ held a position at Merrill where he was ranked 3rd in the Nation for client conversion, receiving the Pewter Bull Award. Most recently, TJ assisted a team of Financial Advisors at UBS manage a book of business composed of Ultra High Net Worth clients worth $1.2B or more.

TJ graduated from The College of New Jersey (TCNJ) with a B.S. in Finance, maintaining membership in Beta Alpha Psi Business Honors Society, as well as assisting in management of the TCNJ Wrestling team. Designations held by TJ include the SIE, Series 7, and 66 licenses from FINRA and NASAA.

Expertise

  • Real Estate
  • Debt Management
  • Valuations

Qualifications

  • CISI Capital Markets Program, Series 7 and 66

Related Team Members

  • Joe Sisson

    Director
    Valuation, Reporting, and Analytics

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  • Jason Frentzel

    Director
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  • Rob Stenta

    Director
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