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@wellington.com
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Thomas D. Spicer, Cfa is listed as Vice President, Portfolio Advisor at Wellington Management at Wellington Management, a company with 3027 employees, based in Cohasset, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Thomas D. Spicer, Cfa.
Thomas D. Spicer, Cfa previously worked as Managing Director, Portfolio Advisor at Wellington Management and Strategy Director - Mid Cap, Value, Amplified Alpha at Independence Investments Llc. Thomas D. Spicer, Cfa holds Masters Of Science, Finance from Boston College – Carroll School Of Management.
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AeroLeads found 1 current-domain work email signal for Thomas D. Spicer, Cfa. Compare company email patterns before reaching out.
Senior investment professional with 20+ years of experience in the institutional money management industry. Vast knowledge of portfolio construction, risk management and analytical tools across a broad array of asset classes. Extensive experience utilizing quantitative and fundamental methodologies to implement investment strategies. Highly skilled at the development, communication and implementation of strategic initiatives. Adept at establishing trust and credibility, assessing needs and concerns, and effectively presenting appropriate solutions to clients with a range of sophistication while maintaining high ethical standards.
Listed skills include Portfolio Management, Investments, Equities, Asset Management, and 2 others.
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A career timeline built from the work history available for this profile.
Greater Boston Area
Liason between the firm's investment personnel and the marketing and sales professionals of Wellington Management's sub-advisiry clients. Provide timely and detailed economic and portfolio information to an array of the firm's clients and their distribution partners.
Greater Boston Area
- Responsible for the portfolio management decisions, approximately one third of assets under management by the company, and the direction of the products with respect to quantitative/fundamental inputs and structure- Oversaw fundamental analysts providing stock selection input to Mid Cap and Amplified Alpha products- Directed quantitative team to gear.
Greater Boston Area
Greater Boston Area
- Managed various institutional investment strategies employing a combination of quantitative and fundamental inputs using a disciplined, risk-controlled process (Large Cap Core, Large Cap Value, Mid Cap Core, Tax Sensitive, Small/Mid Core, Amplified Alpha) totaling approximately 20 accounts with $3 billion under management- Assisted in the creation and.
Greater Boston Area
- Responsible for the product refinement and adaptation of existing strategies to meet sponsor requirements of the separately managed account (SMA) business, such as tax sensitivity, portfolio concentration and position turnover - Provided investment management services and oversight which included strategy appropriateness, specific restrictions and tax.
Greater Boston Area
- Sole portfolio manager for $250 million dedicated, institutional REIT portfolios- Maintained a series of quantitative financial models specifically geared toward real estate securities- Conducted fundamental analysis through relationships with corporate managers and industry leaders within the REIT sector - Provided clients periodic reviews of portfolio.
Greater Boston Area
- Analyzed and executed trades in over 30 institutional accounts involving over $4 billion in fixed income assets including extensive experience with Treasury, Agency, Corporate, Mortgage and Asset-Backed securities- Quantified relative value among various securities through historical yield curve analysis, credit spread analysis, cash flow analysis.
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
Rachael Laplante
Colleague at Wellington Management
United States, United States
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MF
Mary Fresquez
Colleague at Wellington Management
Placentia, California, United States, United States
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LB
Lily Biro
Colleague at Wellington Management
Madison, Wisconsin, United States, United States
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BC
Benjamin Cooper, Cfa
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
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CJ
Charles Joseph
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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JM
Julee Makras
Colleague at Wellington Management
San Francisco Bay Area, United States
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NB
Nicole Boulanger
Colleague at Wellington Management
Attleboro Falls, Massachusetts, United States, United States
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MP
Mary Pryshlak
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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SM
Sarah Mogg Ingoldsby
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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YL
Yi Lu
Colleague at Wellington Management
Malden, Massachusetts, United States, United States
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Activities and Societies: Graduated Summa Cum Laude
Quick answers generated from the profile data available on this page.
Thomas D. Spicer, Cfa works for Wellington Management.
Thomas D. Spicer, Cfa is listed as Vice President, Portfolio Advisor at Wellington Management at Wellington Management.
AeroLeads has found 1 work email signal at @wellington.com for Thomas D. Spicer, Cfa at Wellington Management.
Thomas D. Spicer, Cfa is based in Cohasset, Massachusetts, United States while working with Wellington Management.
Thomas D. Spicer, Cfa has worked for Wellington Management and Independence Investments Llc.
Thomas D. Spicer, Cfa's colleagues at Wellington Management include Rachael Laplante, Mary Fresquez, Lily Biro, Benjamin Cooper, Cfa, and Charles Joseph.
You can use AeroLeads to view verified contact signals for Thomas D. Spicer, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
Thomas D. Spicer, Cfa holds Masters Of Science, Finance from Boston College – Carroll School Of Management.
Thomas D. Spicer, Cfa is listed with skills including Portfolio Management, Investments, Equities, Asset Management, Risk Management, and Customer Relations.
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