Thomas Kirby Email & Phone Number

Dallas, Texas, United States

- My unique coverage is focused on market cycle analysis & quantifying investor sentiment. Involves study of market cycle transition indicators, sentiment, aggregate equity issuance trends, styles (Growth, Value, Quality, Vol., Momentum, etc.) and other ad-hoc analysis- Develop & pitch large investment themes to the Investment Policy Committee, to potentially implement across all firm portfolios- Proactively create recurring reports for the Investment Policy Committee, and external pieces for institutional & HNW clients- Host seminars, webinars and dinners with open Q&A for private clients as the technical speaker- Mentor & train our others in the research group through collaboration on projects, meetings, and formal classes- Provide thorough reviews of peer research across 3 teams – improving methodology, visuals, and write ups for management- Spearhead cross-team initiatives, such as creating a bridge program to develop & identify talent outside of the department

Portland, Oregon Area

Moscow, Id

Led a team within a student investment group, which coordinates with other teams to make investment decisions on $500,000 of university investments. Focus on medium to long-term investments

University Of Idaho

The University Of Idaho

Led a student investment group that manages nearly $500,000 in university investments. This portfolio had a focus on fewer, concentrated positions in equities.

University Of Idaho

University Of Idaho

Moscow, Idaho

Traded option spreads with a nearly $15,000 university-funded account

Moscow, Idaho

Moscow, Idaho

Moscow, Idaho

Also regularly assisted managers with inventory management: ordering product for multiple departments, calculating shrink, auditing counts in our system and marking down product.