Tom Huber
Direttore degli Investimenti presso Wick Capital Partners LLC
Profilo
Mr. Thomas C.
Huber, CFA, is a Portfolio Manager at Wick Capital Partners LLC.
In his role as portfolio manager, he works directly with clients to establish their investment objectives, then builds and manages complete custom investment portfolios to meet those objectives.
In a career of over 35 years, he has managed as much as $1 billion for individuals, families, trusts, pension plans, and endowments.
In his role as Chief Investment Officer, he helps guide the Wick Capital Partners Investment Committee, which is responsible for market research, investment due diligence, and portfolio construction, with a focus on investing for clients.
Mr. Huber was previously employed as a Relationship Manager & Managing Director by Glenmede Investment Management LP, a Vice President by Wilmington Trust Investment Management LLC, a Principal by The Vanguard Group, Inc., and a Principal by Walsh, Greenwood & Co.
He received his undergraduate degree from the University of Pennsylvania.
Posizioni attive di Tom Huber
Società | Posizione | Inizio |
---|---|---|
Wick Capital Partners LLC
Wick Capital Partners LLC Investment ManagersFinance Wick Capital Partners LLC (WCP) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2018 and is a subsidiary of Grace Winston LLC. WCP provides personalized asset management services to individuals, families, trusts, charitable organizations and foundations, retirement plans, and business entities. | Direttore degli Investimenti | 01/01/2019 |
Precedenti posizioni note di Tom Huber
Società | Posizione | Fine |
---|---|---|
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Gestore di Portafoglio-Azioni | 31/12/1997 |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Walsh, Greenwood & Co. | Corporate Officer/Principal | - |
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Gestore di Portafoglio-Azioni | - |
Formazione di Tom Huber
University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Finance |
Walsh, Greenwood & Co. | Finance |
Wick Capital Partners LLC
Wick Capital Partners LLC Investment ManagersFinance Wick Capital Partners LLC (WCP) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded in 2018 and is a subsidiary of Grace Winston LLC. WCP provides personalized asset management services to individuals, families, trusts, charitable organizations and foundations, retirement plans, and business entities. | Finance |
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