Profiel
Mr. Thomas J.
Quinn, CFA, is a Managing Director & Senior Portfolio Manager of Tactical and Multi-Manager Strategies at Xponance, Inc. Mr. Quinn has over 20 years of investment experience, including eight years as Chief Investment Officer.
He manages the team and process relating to manager sourcing and due diligence for the multi-manager strategies platform.
In this capacity, he directs and oversees the quantitative research related to tactical and strategic portfolio positioning, manager evaluation, portfolio construction, and the Aapryl platform.
He co-leads the firm’s Quantitative Working Group, which is a collaborative forum for quantitative research at the firm and is a member of Xponance’s Management Committee and is also a voting member of Xponance’s Investment Committee.
Prior to joining FIS Group, the predecessor firm to Xponance, Mr. Quinn was Chief Investment and Research Officer at Jefferson National, providing unique investment strategies and solutions to Investment advisors.
Prior to this role, he was a Co-founder and Chief Investment Officer at Spouting Rock Financial Partners, where he was instrumental in developing the macro forecasting and risk optimization models for that firm’s investment products.
Prior to Spouting Rock, he was a Senior Vice President and Portfolio Manager at Viking Investment Group, a single-family office in the Philadelphia area.
He earned his Master’s degree of Economics at Temple University and his Bachelor’s degree with honors at Ursinus College.
Actieve functies van Tom Quinn
| Bedrijven | Functie | Begin |
|---|---|---|
Xponance, Inc.
 Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Director of Investments | 01-01-2018 |
Eerdere bekende functies van Tom Quinn
| Bedrijven | Functie | Einde |
|---|---|---|
Spouting Rock Retirement Solutions LLC
 Spouting Rock Retirement Solutions LLC Investment ManagersFinance Spouting Rock Retirement Solutions LLC is an investment management firm headquartered in Bryn Mawr, Pennsylvania. Formerly known as Spouting Rock Fund Management, the firm was founded in 2014 and is owned by Spouting Rock Financial Partners LLC. Spouting Rock Retirement Solutions offers solutions to address the evolving needs of plan sponsors and participants – risk, quality and cost. | Chief Investment Officer | - |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
| CFA Society of Philadelphia | Corporate Officer/Principal | - |
Spouting Rock Financial Partners LLC (Private Equity)
 Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Chief Investment Officer | - |
Opleiding van Tom Quinn
| Temple University (Pennsylvania) | Graduate Degree |
| Ursinus College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Finance |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Finance |
Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Finance |
Spouting Rock Retirement Solutions LLC
Spouting Rock Retirement Solutions LLC Investment ManagersFinance Spouting Rock Retirement Solutions LLC is an investment management firm headquartered in Bryn Mawr, Pennsylvania. Formerly known as Spouting Rock Fund Management, the firm was founded in 2014 and is owned by Spouting Rock Financial Partners LLC. Spouting Rock Retirement Solutions offers solutions to address the evolving needs of plan sponsors and participants – risk, quality and cost. | Finance |
| CFA Society of Philadelphia |