Profiel
Mr. Thomas M.
Valenzuela is a President & Chief Investment Officer at Stewart Asset Management LLC.
He joined the firm in early 2016 as the Chief Investment Officer, a position he also had at W.P.
Stewart & Co. While at the predecessor firm, its 8-person investment staff reported to him.
Prior to his current position at Stewart Asset Management, LLC, he was the Senior Vice President for institutional equities at Ingalls & Snyder.
He was also the sole portfolio manager for the firm’s small cap and mid cap investment strategies.
In 1979, Mr. Valenzuela began his career in corporate finance at Morgan Stanley and later was at Lazard Freres in the capital markets and investment research department for seven years.
In 1989, he founded Valenzuela Capital Partners, a registered investment adviser with $2B in assets under management.
He was the sole portfolio manager for the firm’s largest strategy, a concentrated mid-cap strategy, which, net of fees, outperformed both its relevant benchmarks and the S&P 500.
Valenzuela Capital Partners was acquired in 2005 by a British asset management firm.
Subsequently, he joined W.P.
Stewart & Co.as Chief Investment Officer.
He received his undergraduate degree from Yale University, an undergraduate degree from Yale College, an MBA from Harvard Business School and an MBA from Harvard Business School.
Actieve functies van Tom Valenzuela
| Bedrijven | Functie | Begin |
|---|---|---|
Stewart Asset Management LLC
 Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | President | 01-04-2016 |
Eerdere bekende functies van Tom Valenzuela
| Bedrijven | Functie | Einde |
|---|---|---|
Windsor Investment Management LLC
 Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Oprichter | 31-12-2011 |
| Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 31-12-1982 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 31-12-1980 |
Ingalls & Snyder LLC
 Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Portefeuillebeheerder-Aandelen | - |
WPS Advisors, Inc.
 WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | President | 31-03-2010 |
Opleiding van Tom Valenzuela
| Yale College | Undergraduate Degree |
| Yale University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Craton Equity Partners LLC
 Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Finance |
| Lazard Freres & Co. LLC (Broker) | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Finance |
Stewart Asset Management LLC
Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Finance |
