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Brandon Rockwell Thomas
Gründer bei
ENVESTNET, INC.
Profil
Mr. Brandon R.
Thomas is a Co-Chief Investment Officer at Envestnet Portfolio Solutions, Inc., a Co-Chief Investment Officer & Managing Director at FDx Advisors, Inc., a Chief Investment Officer at Envestnet Asset Management, Inc., a Co-Chief Investment Officer at Envestnet, Inc. and a Chief Investment Officer at QRG Capital Management, Inc. He is responsible for the firm’s strategy and oversees portfolio management capabilities.
Mr. Thomas was previously employed as a Chief Investment Officer & Managing Director by Portfolio Management Consultants, Inc. and a Director-Equity Funds by Nuveen Investments, Inc.
Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.
Aktive Positionen von Brandon Rockwell Thomas
| Unternehmen | Position | Beginn |
|---|---|---|
| ENVESTNET, INC. | Gründer | 01.01.1999 |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Gründer | 01.01.1999 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Chief Investment Officer | - |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Chief Investment Officer | 01.09.2020 |
Ehemalige bekannte Positionen von Brandon Rockwell Thomas
| Unternehmen | Position | Ende |
|---|---|---|
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Gründer | 03.03.2011 |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Chief Investment Officer | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Corporate Officer/Principal | - |
Ausbildung von Brandon Rockwell Thomas
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
61
Beziehungen ersten Grades
10
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 10 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
