Thomas Moore Email & Phone Number

San Francisco, California, Us

- Lead and manage the Northeast Portfolio Management team, providing comprehensive, customized managed investment portfolios for ultra-high-net-worth individuals, trusts, and foundations.- Conduct quarterly and periodic meetings with research and portfolio managers to determine strategic and tactical positioning of client portfolios across four asset classes: cash, equities, fixed income, and alternatives.- Leverage the fiduciary and brokerage platforms to deliver holistic investment solutions tailored to client needs.- Serve as a committee member of Wells Fargo Private Wealth Investments, contributing to the Investment Management Oversight Council, Brokerage Oversight, Execution, and Proxy Committees.- Engage with internal and external clients and prospects, providing expert insights and fostering relationships to enhance the institution's reputation and client satisfaction.

London, Gb

Areas of responsibility included: • Discretionary Investment Management• High Net Worth Brokerage group• US Custody • Private Bank Insurance.• Chaired the Private Bank Investment Committee US and voting member of Global Investment Committee.• Oversaw all matters related to the management, design, operation and risk management of investments.• Revamped discretionary investment process resulting in consistently strong investment performance. • Managed portfolio security selection that included individual equities, fixed income securities, mutual funds, ETFs and third-party managers (UMAs and SMAs).• Implemented the leveraging of geographic investment teams around the world to deliver model portfolios from US, Asia, Europe and Emerging Markets to High Net Worth clients.• Led and managed all brokerage activities, including investments and sales, for US Private Bank.• Provide asset allocation in all asset classes, maintain approved equity and fixed income lists. • Directed and provided leadership for investment counselors and strategists in US, Mexico and Brazil.• Provided global custody service to private bank, commercial and global markets clients.• Delivered high-end customized insurance products, such as kidnap and ransom solutions.• Personally manage portfolios of High Net Worth clients investing in individual equities, fixed income, mutual funds and ETFs.

New York, Ny, Us

• Chaired the Personal Asset Management Investment Committee.• Managed the Discretionary Investment Management portfolio team. • Presented market, economic and investment views to clients and prospects.• Personally manage portfolios of High Net Worth clients investing in individual equities, fixed income, mutual funds and ETFs.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science (Bs), Business Administration And Management, General