Thomas Moore Email & Phone Number

Seasoned investment professional with extensive experience leading large, diverse teams and overseeing substantial portfolios across multiple global regions. Proven track record in driving strategic investment initiatives, optimizing portfolio performance, and delivering exceptional results for high-net-worth clients and institutions.Senior wealth management/investment professional with extensive experience developing and managing businesses serving high net worth individuals, trusts, foundations and corporations. Strengths and expertise include: • More than 25 years’ experience managing, trading and analyzing investment portfolios at major institutions. • Chaired multiple Private Bank Investment Committee US, voting member of the Global Investment Committee, member of other key investment, policy and risk committees.• Directly responsible for managing investment activities including asset allocation, individual equities and fixed income securities, third-party (open-architecture) and alternative investments.• Manage global teams of investment professionals, providing leadership for portfolio managers, investment counselors and strategists. • Strong P&L management, with track record for exceeding targets by transforming, building and expanding discretionary and non-discretionary investment businesses. • Personally manage portfolios of High Net Worth clients investing in individual equities, fixed income, mutual funds and ETFs.• Deliver global market insight to clients/prospects via speaking engagements, road shows and conference calls.• Build strong risk management culture; invited to present the process to senior OCC staff. • FINRA licenses: Series 7,63,9,10

Listed skills include Portfolio Management, Asset Management, Fixed Income, Investments, and 34 others.