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As the Director of Equities for Curi RMB Asset Management, I am responsible for leading the Curi RMB Equity Team consisting of eleven portfolio managers and senior analysts. The Equity Team manages ten separate public equity strategies holding between $2-3B of investments in relatively concentrated portfolios of high-quality equities for private clients as well as institutional clients. I am also a member of the Curi RMB Investment Committee responsible for setting asset allocation recommendations and overseeing investment operations across RMB's equity, fixed income, real return, and absolute return strategies.Within the Equity Team, I also act as Portfolio Manager for the Curi RMB Innovators strategy, a highly concentrated portfolio of companies in the Software industry which are positioned to capitalize on long duration growth opportunities. I additionally contribute across our equity strategies as a Senior Equity Analyst in the Information Technology and Communications Services sectors. I joined IronBridge Capital Management, which merged with RMB Capital in 2017, as an Equity Analyst in 2004 and served as a Co-Portfolio Manager on the Small Cap Core and SMID Cap Core equity strategies from 2011-2017 before taking on the Director of Research role and later the Director of Equities role.Throughout my time at IronBridge and RMB, I have played a leadership role in designing and implementing our investment team organizational structure including defining individual team member roles, stewarding ongoing professional development, and recruiting new team members while driving the continuous improvement of the investment process to achieve superior client outcomes. I graduated from Northwestern University with a B.S. in Industrial Engineering and Management Sciences in 1997 and earned an M.B.A. from Northwestern's Kellogg School of Management with concentrations in Accounting, Finance, and Decision Sciences in 2004.Specialties:• Member of Curi RMB Investment Committee, Management Team, and Business Unit Leadership Team.• 7 years of experience as Director of Research and later Director of Equities.• Over 10 years of experience as a Portfolio Manager of RMB Innovators and as Co-Portfolio Manager on both RMB Small Cap Core and RMB SMID Cap Core strategies.• Over 20 years of experience in equity analysis with a focus on the Information Technology and Telecommunications Services sectors.• Over 5 years of domain experience in engineering and software development roles within the manufacturing, software, and IT consulting industries.
Curi Rmb Capital
View- Website:
- curicapital.com
- Employees:
- 210
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Curi Rmb CapitalChicago, Il, Us -
Partner, Director Of Equities, And Portfolio ManagerCuri Rmb Capital Jun 2017 - PresentChicago, Illinois, UsAs the Director of Equities for RMB Asset Management, I am responsible for leading the RMB Equity Team. consisting of eleven portfolio managers and senior analysts. The Equity Team manages ten separate public equity strategies holding between $2-3B of investments in relatively concentrated portfolios of high-quality equities for private clients as well as institutional clients. I am also a member of the RMB Investment Committee responsible for setting asset allocation recommendations and overseeing investment operations across RMB's equity, fixed income, real return, and absolute return strategies.Within the Equity Team, I also act as Portfolio Manager for the RMB Innovators strategy, a highly concentrated portfolio of companies in the Software industry which are positioned to capitalize on long duration growth opportunities. I additionally contribute across our equity strategies as a Senior Equity Analyst in the Information Technology and Communications Services sectors. I joined IronBridge Capital Management, which merged with RMB Capital in 2017, as an Equity Analyst in 2004 and served as a Co-Portfolio Manager on the Small Cap Core and SMID Cap Core equity strategies from 2011-2017 before taking on the Director of Research role and later the Director of Equities role. -
Partner, Portfolio Manager, And Senior Equity AnalystIronbridge Capital Management - Became A Division Of Rmb Capital In June 2017 Jul 2004 - Jun 2017• One of 11 full-time investment professionals responsible for IronBridge U.S. and Global equity investments totaling approximately $2.0B.• Co-Portfolio Manager for the IronBridge Small Cap Core and SMID Cap Core equity strategies.• Senior Equity Analyst Information Technology and Telecommunications Services sectors.• Leadership role in continuously managing and improving the investment process of 15-member investment team to achieve superior client outcomes.• Leadership role working with four full-time software developers on the functional design and implementation of IronBridge proprietary equity research management system.
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Product Management Summer InternMicrosoft Jun 2004 - Aug 2004Redmond, Washington, Us• Conducted competitive analysis to identify points of strategic differentiation between $300MM+ Microsoft Developer Network (MSDN) software subscription program and competitors’ offerings. Recommended product strategy changes to address these points.• Developed and presented a market positioning approach for MSDN subscriptions to maximize appeal to enterprise customers.• Produced sales collateral for use by 100-member MSDN enterprise field sales team articulating the MSDN value proposition to the enterprise. -
Software EngineerDivine, Inc. Jan 2000 - Jun 2002• Researched emerging software technologies such as Web Services and next generation application integration architectures. Presented research findings to internal management and technical stakeholders.• Performed programming and technical implementation for client engagements involving web site development and information systems integration.
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Software EngineerMotorola Aug 1997 - Dec 1999Chicago, Illinois, Us• Managed requirements analysis project team for manufacturing planning and scheduling optimization software package.• Represented software manufacturing department to over 20 cross-functional marketing and development engineering teams responsible for introducing new two-way radio infrastructure software products and maintaining current product information.
Thomas Fanter Skills
Thomas Fanter Education Details
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Northwestern University - Kellogg School Of ManagementAnd Decision Sciences -
Northwestern UniversityIndustrial Engineering
Frequently Asked Questions about Thomas Fanter
What company does Thomas Fanter work for?
Thomas Fanter works for Curi Rmb Capital
What is Thomas Fanter's role at the current company?
Thomas Fanter's current role is Partner, Director of Equities, and Portfolio Manager at Curi RMB Capital.
What is Thomas Fanter's email address?
Thomas Fanter's email address is to****@****dge.net
What is Thomas Fanter's direct phone number?
Thomas Fanter's direct phone number is +163068*****
What schools did Thomas Fanter attend?
Thomas Fanter attended Northwestern University - Kellogg School Of Management, Northwestern University.
What skills is Thomas Fanter known for?
Thomas Fanter has skills like Equity Research, Cross Functional Team Leadership, Leadership, Custom Software Development, Business Analysis, Teamwork, Team Building, Financial Analysis, Valuation, Investments, Financial Services, Finance.
Who are Thomas Fanter's colleagues?
Thomas Fanter's colleagues are Frances Cronlund, Jessica Pierce Pasquale, Cfp®, Caleb Sanderson, Cfp®, Curi Capital.
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