Profilo
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.
Posizioni attive di Tom Hoffman
| Società | Posizione | Inizio |
|---|---|---|
ALTX Trust
ALTX Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open end investment management company | Direttore/Membro del Consiglio | 01/01/2014 |
Netherby Advisors LLC
Netherby Advisors LLC Investment ManagersFinance Netherby Advisors utilizes a core and satellite approach to investments which it believes offers the most efficient and effective model for building a client’s portfolio. The firm portfolios are largely allocated in funds that are inexpensively managed with semi-passive investment strategies at the core along with satellite investments that may target specific asset types or alternative investment strategies. Each portfolio is globally diversified across geographic regions and market sectors to provide an appropriate balance between risk and reward. | Direttore degli Investimenti | 01/01/2021 |
Samoset Alternative Strategies GP I LLC
Samoset Alternative Strategies GP I LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2012 |
Precedenti posizioni note di Tom Hoffman
| Società | Posizione | Fine |
|---|---|---|
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMGF offers actively managed, return oriented investment strategies. The Investment Committee oversees the firm’s investment products and strategies. Their Investment Research team is responsible for the search, selection and monitoring process with respect to sub-advisers for the AMG Funds family of mutual funds. | Corporate Officer/Principal | 29/02/2008 |
Formazione di Tom Hoffman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
ALTX Trust
ALTX Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open end investment management company | Miscellaneous |
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMGF offers actively managed, return oriented investment strategies. The Investment Committee oversees the firm’s investment products and strategies. Their Investment Research team is responsible for the search, selection and monitoring process with respect to sub-advisers for the AMG Funds family of mutual funds. | Finance |
Lehigh University
Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Netherby Advisors LLC
Netherby Advisors LLC Investment ManagersFinance Netherby Advisors utilizes a core and satellite approach to investments which it believes offers the most efficient and effective model for building a client’s portfolio. The firm portfolios are largely allocated in funds that are inexpensively managed with semi-passive investment strategies at the core along with satellite investments that may target specific asset types or alternative investment strategies. Each portfolio is globally diversified across geographic regions and market sectors to provide an appropriate balance between risk and reward. | Finance |
The Leonard N Stern School of Business
The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samoset Alternative Strategies GP I LLC
Samoset Alternative Strategies GP I LLC Investment ManagersFinance Provides investment advice | Finance |
















