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Brandon Rockwell Thomas
Fondatore presso
ENVESTNET, INC.
Profilo
Mr. Brandon R.
Thomas is a Co-Chief Investment Officer at Envestnet Portfolio Solutions, Inc., a Co-Chief Investment Officer & Managing Director at FDx Advisors, Inc., a Chief Investment Officer at Envestnet Asset Management, Inc., a Co-Chief Investment Officer at Envestnet, Inc. and a Chief Investment Officer at QRG Capital Management, Inc. He is responsible for the firm’s strategy and oversees portfolio management capabilities.
Mr. Thomas was previously employed as a Chief Investment Officer & Managing Director by Portfolio Management Consultants, Inc. and a Director-Equity Funds by Nuveen Investments, Inc.
Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.
Posizioni attive di Brandon Rockwell Thomas
| Società | Posizione | Inizio |
|---|---|---|
| ENVESTNET, INC. | Fondatore | 01/01/1999 |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Fondatore | 01/01/1999 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Direttore degli Investimenti | - |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Direttore degli Investimenti | 01/09/2020 |
Precedenti posizioni note di Brandon Rockwell Thomas
| Società | Posizione | Fine |
|---|---|---|
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Fondatore | 03/03/2011 |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Direttore degli Investimenti | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Corporate Officer/Principal | - |
Formazione di Brandon Rockwell Thomas
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
65
Relazioni di 1° grado
10
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 10 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
