General Investing >> Money Manager Interviews >> February 23, 2009

Equity & Fixed Income Investment Strategies – R. Thomas Manning Jr. – Silver Bridge Advisors

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. Profile
TWST: Please tell us about Silver Bridge Advisors and what you do there.

Mr. Manning: Silver Bridge Advisors is an investment management boutique based

in Boston. We currently manage