Tom Simon
Portfolio Manager-Equities at Wellington Management Co. LLP
Profile
Mr. Thomas S.
Simon, CFA, is a Senior Managing Director, Partner & Portfolio Manager at Wellington Management Co. LLP.
He helps to lead the firm's Manager Research and Fundamental Factor Platform investment teams.
These teams conduct original research on factor investing, risk management, manager evaluation, analytical systems, and portfolio construction.
Their mission is to be a trusted partner to the firm’s clients through independent manager and factor research, creating innovative strategies to solve client challenges, advising clients on opportunities and risks in their portfolios, or directly generating investment performance through solutions to meet client-directed objectives.
He spearheads analyzing key trends and factor biases across equity markets and plays an integral role in our technology and fiduciary oversight processes, serving on a number of our investment review and risk advisory committees, including Equity Review Group I.
Prior to joining the firm in 2009, he spent nine years at FactSet Research Systems Inc. (2001 – 2009), where he served as vice president.
He also worked at Quantitative Analytics (2007 – 2009) and served as a quantitative specialist (2003 – 2007) and a consultant (2001 – 2003).
He received his BBA in finance and economics from the University of Wisconsin-Madison (2001).
Additionally, he holds the Chartered Financial Analyst and Financial Risk Manager designations.
Tom Simon active positions
Companies | Position | Start |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portfolio Manager-Equities | 31/08/2009 |
Training of Tom Simon
University of Wisconsin | Undergraduate Degree |
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Linked companies
Private companies | 1 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
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