My Background

Over the past twenty-plus years, Thor Cheyne has been recognized for his expertise and comprehensive understanding of the financial planning process. He has generated proprietary methodologies in the critical area of investment planning, portfolio construction, risk controls, asset allocation, product suitability, and manager selection.

 

Prior to becoming President of Medallion Wealth Advisors, LLC, Thor served as Vice President of Wealth Management with Morgan Stanley Smith Barney, LLC in West Hartford, Connecticut.

 

Thor studied at The Henley University School of Management in Oxfordshire, England, and earned his Bachelor of Science undergraduate degree in Finance and Management from Ithaca College in New York. He later received his Masters of Business Administration from Northeastern University. He currently holds his general securities and investment advisor licenses. In addition, he holds an Accredited Asset Management designation from the College of Financial Planning and is state-appointed to consult on multiple lines of life and health insurance.

 

Licensing include: 

 

  • Series 24 - General Securities Principal

  • Series 7 - General Securities Representative

  • Series 65 - Uniform State Exam

  • Series 63 - Investment Advisory Agent

  • Life & Health Insurance Licensed

  • Long Term Care Insurance Licensed