Finland, Intermediary

Changechevron_right
menu
search
Tom Simon Profile
Tom Simon, CFA, FRM
Portfolio Manager
Boston

Tom is a portfolio manager in Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients’ challenges. He also leads the Equity Solutions Team, which focuses on original research in fundamental investing, strategy evaluation, portfolio construction, and risk management. As a portfolio manager, he plays a key role in developing innovative strategies to address client challenges, including through independent research, portfolio management, or advisory support. Tom and his team manage multi-manager and enhanced fundamental equity strategies, including US, global, non-US, and regional approaches in core, defensive, and income styles.

Prior to joining Wellington Management in 2009, Tom worked at FactSet Research Systems Inc. as a quantitative analytics specialist, strategic consultant, and consultant. He received his BBA in finance and economics from the University of Wisconsin-Madison.

Insights By Tom Simon