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@wellington.com
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Thomas D. Spicer, Cfa is listed as Managing Director, Portfolio Advisor at Wellington Management, a 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 Strategy Director - Mid Cap, Value, Amplified Alpha at Independence Investments Llc and Senior Vice President, Principal at Independence Investments Llc. Thomas D. Spicer, Cfa holds Masters Of Science, Finance from Boston College – Carroll School Of Management.
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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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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 valuation models specifically to Mid Cap universe, further expand Mid Cap universe using consensus data and incorporate new valuation models into Amplified Alpha process- Developed new products for strategies (Concentrated Mid Cap, Universal Amplified Alpha, 130/30) to broaden market appeal - Created the Centralized Portfolio Implementation structure which allowed strategy leaders to manage all accounts under one style simultaneously- Educated internal sales and relationship management personnel with respect to various products’ investment strategies, core philosophy, performance, portfolio characteristics and new product offerings- Conducted prospect meetings, sales finals, account reviews and investment consultant meetings
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 testing of new products and sector-based quantitative valuation models and was the point person on the expansion of the Mid Cap universe - Explored/reexamined portfolio management issues (turnover, tracking error, ETF’s, cash equitization, liquidity limitations, over-diversification) and designed new processes/tools/reports for use in managing portfolios- Evaluated and lead the adoption of revamped performance attribution system employed company-wide- Participated in sales calls, consultant due-diligence and client service meetings to review investment philosophy/process and portfolio structure/performance
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 ramifications for nearly 300 individual accounts over 6 separate strategies and on 4 wrap platforms.- Communicated investment philosophy and process, market environment and portfolio activity to key senior decision makers/due diligence professionals of SMA programs, regional coordinators, financial advisors and their clients
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 performance, strategy and constituents
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, option adjusted spread analysis, prepayment analysis and total return analysis employing extensive scenario testing- Calculated and reported performance attribution analysis which identified and quantified components of risk and return in a portfolio over a given time period- Responsible for the preparation and presentation of client reviews covering market performance and portfolio strategy and performance
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
Emma Diflumeri
Colleague at Wellington ManagementGreater Boston, United States
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Vikas Rana
Colleague at Wellington ManagementUnited States
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BJ
Björn Jungermann, Caia
Colleague at Wellington ManagementFriedberg, Hesse, Germany
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JM
Joe Mama
Colleague at Wellington ManagementHonolulu County, Hawaii, United States
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Susanne Ballauff
Colleague at Wellington ManagementFrankfurt Rhine-Main Metropolitan Area, Germany
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Brett Orr
Colleague at Wellington ManagementUnited States
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CW
Chris Wagner, Pmp
Colleague at Wellington ManagementGreater Boston, United States
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AL
Andrew Lam
Colleague at Wellington ManagementUnited States
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CE
Christopher Evans
Colleague at Wellington ManagementBoston, Massachusetts, United States
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DC
Daniel Calocci
Colleague at Wellington ManagementBerlin, Massachusetts, 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 Managing Director, Portfolio Advisor 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 Emma Diflumeri, Vikas Rana, Björn Jungermann, Caia, Joe Mama, and Susanne Ballauff.
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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