R. Thomas Manning Jr. is the Chief Investment Officer at Silver Bridge Advisors.
He is responsible for setting Silver Bridge’s overall investment policy and
directing the investment strategy, research, portfolio management, trading,
asset allocation and investment risk management functions. He is the lead
manager of Silver Bridge’s Large Cap Equity strategy, a well-diversified
actively managed portfolio that is benchmarked against the Standard & Poor’s 500
stock index. He is also the lead manager of Silver Bridge’s Small/Mid Cap Equity
strategy, a well-diversified actively managed portfolio that is benchmarked
against the Russell 2000 and Russell 2500 stock indexes. Prior to joining Silver
Bridge, he oversaw $26 billion of assets for Bank of America’s Private Bank in
the Northeast. As Managing Director of Portfolio Advisory Services, he led 11
offices in New England and New York, including 60 portfolio managers and their
staff. He has also served as a market investment executive in Boston for the
Private Clients Group of FleetBostonFinancial from 2000 to 2005 where he led a
team of investment management professionals. Prior to that, he spent 10 years
managing investment portfolios for high-net-worth and philanthropic clients
across New England. He received his MS degree in Finance from the Carroll School
of Management at Boston College and his BA degree in Economics from Clark
University. He holds the designation of Chartered Financial Analyst and is a
member of the Boston Security Analysts Society and the CFA Institute. He has
also served on the Private Wealth Committee of the Boston Security Analysts
Society.
Equity & Fixed Income Investment Strategies - R. Thomas Manning Jr. - Silver Bridge Advisors
February 23, 2009