Thomas D. Sargent, CFA®

Executive VP, Chief Investment Officer & Portfolio Manager

Union College
BA, Economics & History
Amos Tuck School of Business Administration at Dartmouth College

Tom is the chief investment officer, a portfolio manager, and a member of the firm’s board of directors.

Previously, Tom managed Conning & Company’s institutional investment management business, serving as a member of Conning’s executive committee, with responsibility for equity research, institutional sales, and equity trading. He was also a principal in Conning’s venture capital/private equity area. Tom was cited for his equity research expertise by Institutional Investor magazine in its “Best of the Boutiques” profile. He has achieved the designation of Chartered Financial Analyst®.