Tom Hoffman
Chief Investment Officer bij Netherby Advisors LLC
Profiel
Mr. Thomas G.
Hoffman, CFA MBA, is an Independent Trustee at ALTX Trust, a Chief Investment Officer at Netherby Advisors LLC and a Managing Member at Samoset Alternative Strategies GP I LLC.
He is on the Board of Directors at ALTX Trust.
He chairs Netherby’s Investment Committee focusing on investment research, strategy, risk management and portfolio construction.
He has over 25 years of experience in the financial services industry, most recently serving as a Managing Director of Samoset Capital Group LLC, and Chief Investment Officer of Samoset Wealth Management where he was responsible for all aspects of the organization’s investment process and programs.
Prior to joining Samoset in 2007, Mr. Hoffman was the Chief Investment Officer of Managers Investment Group where he was instrumental in growing the firm’s products and services from under $1 Billion to over $8 Billion in assets under management.
He is a graduate of Lehigh University and the Leonard N.
Stern School of Business at New York University.
Additionally, he has earned the Chartered Financial Analyst designation and is a member of CFAI and the New York Society of Security Analysts.
Actieve functies van Tom Hoffman
| Bedrijven | Functie | Begin |
|---|---|---|
ALTX Trust
 ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME. | Directeur/Bestuurslid | 01-01-2014 |
Netherby Advisors LLC
 Netherby Advisors LLC Investment ManagersFinance Founded in 2007, Netherby Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment management services on a discretionary and sub-advisory basis to banks, trust companies, registered investment advisors, independent broker-dealers, family offices and other parties that provide wealth management services to clients. They also provide investment management services directly to qualified plans (such as 401(k)s, money purchases, profit sharing, defined benefit and institutional pension plans), foundations and endowments. ^ | Chief Investment Officer | 01-01-2021 |
Samoset Alternative Strategies GP I LLC
 Samoset Alternative Strategies GP I LLC Investment ManagersFinance Samoset Alternative Strategies GP I LLC provides investment advice. The private company is based in Darien, CT. | Corporate Officer/Principal | 01-01-2012 |
Eerdere bekende functies van Tom Hoffman
| Bedrijven | Functie | Einde |
|---|---|---|
AMG Funds LLC
 AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Corporate Officer/Principal | 29-02-2008 |
Opleiding van Tom Hoffman
| Lehigh University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
ALTX Trust
ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME. | Miscellaneous |
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Finance |
Netherby Advisors LLC
Netherby Advisors LLC Investment ManagersFinance Founded in 2007, Netherby Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment management services on a discretionary and sub-advisory basis to banks, trust companies, registered investment advisors, independent broker-dealers, family offices and other parties that provide wealth management services to clients. They also provide investment management services directly to qualified plans (such as 401(k)s, money purchases, profit sharing, defined benefit and institutional pension plans), foundations and endowments. ^ | Finance |
Samoset Alternative Strategies GP I LLC
Samoset Alternative Strategies GP I LLC Investment ManagersFinance Samoset Alternative Strategies GP I LLC provides investment advice. The private company is based in Darien, CT. | Finance |
