Tom Masi
Mitglied des Investmentausschusses bei GW&K Investment Management LLC
Profil
Mr. Thomas A.
Masi, CFA MBA, is a Partner & Equity Portfolio Manager at GW&K Investment Management LLC.
He is a partner of the firm and is responsible for the management of GW&K’s Emerging Wealth Equity Strategy.
With over three decades of experience investing through many market cycles, multiple recessions, elevated and receding oil prices, gulf wars, the technology bubble and implosion, declining inflation and declining interest rates, He has developed a deep appreciation for good businesses and an assessment of what it means to be a best-in-class company.
He is a member of the firm’s Investment Committee.
Mr. Masi joined GW&K from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as partner and co-portfolio manager since the strategy’s inception.
Trilogy became part of GW&K in 2019.
Throughout his investment career, he has evaluated and invested in stocks across every sector.
Previously, he was a partner at Dominick and Dominick Advisors, a managing director and senior portfolio manager at SG Cowen Asset Management, and a senior vice president and senior portfolio manager at Kidder Peabody Asset Management.
He credits each and every work experience throughout his life as valuable learning lessons in understanding and identifying successful businesses.
He earned a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management.
He is a CFA charterholder and a member of the CFA Institute and the CFA Society New York.
Aktive Positionen von Tom Masi
Unternehmen | Position | Beginn |
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GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Mitglied des Investmentausschusses | 01.02.2019 |
Ehemalige bekannte Positionen von Tom Masi
Unternehmen | Position | Ende |
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Trilogy Global Advisors LP
Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Direktor der Forschung - Eigenkapital | 01.02.2019 |
Kidder Peabody | Corporate Officer/Principal | - |
SG Cowen Asset Management | Portfolio Manager-Aktien | - |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance For both individual and institutional customers, Dominick & Dominick Advisors LLC (DDA) offers a range of financial services, including equity and fixed-income management, private equity, hedge funds and structured notes. A division of investment bank Dominick & Dominick, the firm is headquartered in New York City. | Präsident | - |
Ausbildung von Tom Masi
Rutgers State University of New Jersey | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Private Unternehmen | 5 |
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Trilogy Global Advisors LP
Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance For both individual and institutional customers, Dominick & Dominick Advisors LLC (DDA) offers a range of financial services, including equity and fixed-income management, private equity, hedge funds and structured notes. A division of investment bank Dominick & Dominick, the firm is headquartered in New York City. | Finance |
SG Cowen Asset Management | Finance |
Kidder Peabody | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Finance |