Tom Conte Email & Phone Number

New York, NY, US

Work as part of a team that manages over $3bn in AUM across various asset classes, including fixed income, equity and private investments. Duties include:-Strategic and tactical asset allocation decisions-Daily oversight and management of client portfolios, including portfolio analysis, asset allocation and transaction decisions-Work closely with clients.

New York, New York

• Head of Equity Research Team responsible for stock research, stock selection, sector over/underweight decisions, overall portfolio risk management and domestic vs. international allocation.
• Responsible for managing High Net Worth and Ultra High Net Worth client accounts and relationships.
• Responsible for allocating assets between stocks, bonds, alternatives and cash based on client needs and risk tolerance.
• Work closely with sales team to cultivate new relationships.
• Named to 2020 Presidents Club for achieving results meaningfully ahead of goals.

Purchase, NY

TBP Advisors was acquired by Alexandria Capital April 1, 2015

Purchase NY

• Member of a team responsible for managing High Net Worth client assets using a top-down, all-cap, GARP style.
• Managed many of the firms key High Net Worth client accounts.
• Responsible for allocating assets between stocks, bonds and cash.
• Responsible for identifying new equity opportunities, both domestic and international, and providing daily coverage on current holdings.
• Met frequently with clients to review portfolios and capital market outlook.

New York, NY

• Reported directly to the Chief Investment Officer, responsible for managing a core, large-cap, top-down, sector oriented discretionary fund with over $12 billion in assets. Accounts were managed as equity, balanced, or.
• Managed over $1 billion of institutional and private client accounts. Five-year annualized return for these accounts was approximately 1.3% versus -1.5% for the S&P 500.
• Oversaw a concentrated, equity-only portfolio, with approximately $50 million that returned 4.4% versus a.14% annualized return for the S&P 500 from inception, 1/1/01 through 9/30/05.
• Member of the Investment Strategy Committee responsible for allocating assets between stocks and fixed income in balanced accounts, equity sector weightings for both equity and balanced accounts and individual stock.
• Created dividend discount model, earnings revision model and stock/sector scoring model. Implemented and interpreted both models.
• Met frequently with clients and prospects to discuss market outlook and current portfolio strategy. Largest group presentation was to over 150 current and prospective clients.

Pleasantville And White Plains, NY

• Taught “An Introduction to Finance” and MBA-level “Investment Analysis” courses to undergraduate and graduate students. Developed course syllabus, lesson plans, exams and quizzes.
• Topics covered included the time value of money, stock and bond valuation, the workings of capital markets and the major exchanges, the securities market line, CAPM, the cost of capital, calculating net present value.

Irvington, NY

• Boutique investment management firm owned by Sheldon Jacobs, editor of The No-Load Fund Investor and Bob Brinker, editor of Bob Brinker’s Marketimer. Total assets under management amounted to $600 million.
• Utilized modern portfolio theories and a proprietary asset allocation model based on economic fundamentals and technical indicators to manage high net worth individuals and pension accounts.
• Managed 600 accounts with over $150 million.
• Met with prospective clients to present current strategies and discuss performance of portfolios.
• Worked with clients to strengthen relationships, review goals and objectives and analyze results.
• Collaborated with team members to develop custom designed portfolio management software.

Mba, Finance

Activities and Societies: Inducted into Omicron Delta Epsilon, the International Honor Society in Economics

Bsba, Economics