Tom Conte

Vice President, Private Wealth at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Stamford, Connecticut, United States, US
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Denise Burns, CFA

Tom managed Private accounts for AllianceBernstein. He established a strong book of business and was highly successful in bringing new business to the group. His portfolio's were customized for each client and his clients were extremely happy with his performance and service level. It was a pleasure to work with Tom at AB!

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Credentials

  • CPWA®, Certified Private Wealth Advisor
    Investments and Wealth Institute

Experience

  • Fiera Capital
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Vice President, Private Wealth
      • Nov 2022 - Present

      Work as part of a team that manages over $3bn in AUM across various asset classes, including fixed income, equity and private investments. Duties include: -Strategic and tactical asset allocation decisions -Daily oversight and management of client portfolios, including portfolio analysis, asset allocation and transaction decisions -Work closely with clients on their portfolios -Create and update Investment Policy Statements -Client servicing and business development Work as part of a team that manages over $3bn in AUM across various asset classes, including fixed income, equity and private investments. Duties include: -Strategic and tactical asset allocation decisions -Daily oversight and management of client portfolios, including portfolio analysis, asset allocation and transaction decisions -Work closely with clients on their portfolios -Create and update Investment Policy Statements -Client servicing and business development

  • Bank of the West BNP Paribas Wealth Management
    • New York, New York
    • Vice President, Senior Lead Portfolio Manager. Head of Equity Research
      • Apr 2019 - Dec 2022

      • Head of Equity Research Team responsible for stock research, stock selection, sector over/underweight decisions, overall portfolio risk management and domestic vs. international allocation. • Responsible for managing High Net Worth and Ultra High Net Worth client accounts and relationships. • Responsible for allocating assets between stocks, bonds, alternatives and cash based on client needs and risk tolerance. • Work closely with sales team to cultivate new relationships. • Named to 2020 Presidents Club for achieving results meaningfully ahead of goals. Show less

  • Alexandria Capital, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President - Portfolio Manager
      • Apr 2015 - Apr 2019

      TBP Advisors was acquired by Alexandria Capital April 1, 2015 TBP Advisors was acquired by Alexandria Capital April 1, 2015

  • TBP Advisors, Ltd.
    • Purchase NY
    • Senior Vice President - Portfolio Manager
      • Feb 2007 - Apr 2019

      Member of a team responsible for managing High Net Worth client assets using a top-down, all-cap, GARP style. •Managed many of the firms key High Net Worth client accounts. •Responsible for allocating assets between stocks, bonds and cash. •Responsible for identifying new equity opportunities, both domestic and international, and providing daily coverage on current holdings. •Met frequently with clients to review portfolios and capital market outlook. Member of a team responsible for managing High Net Worth client assets using a top-down, all-cap, GARP style. •Managed many of the firms key High Net Worth client accounts. •Responsible for allocating assets between stocks, bonds and cash. •Responsible for identifying new equity opportunities, both domestic and international, and providing daily coverage on current holdings. •Met frequently with clients to review portfolios and capital market outlook.

  • AllianceBernstein, L.P.
    • New York, NY
    • Vice President - Portfolio Manager
      • 1999 - 2007

      Reported directly to the Chief Investment Officer, responsible for managing a core, large-cap, top-down, sector oriented discretionary fund with over $12 billion in assets. Accounts were managed as equity, balanced, or fixed income, depending on the client's needs and tolerance for risk. •Managed over $1 billion of institutional and private client accounts. Five-year annualized return for these accounts was approximately 1.3% versus -1.5% for the S&P 500. •Oversaw a concentrated, equity-only portfolio, with approximately $50 million that returned 4.4% versus a .14% annualized return for the S&P 500 from inception, 1/1/01 through 9/30/05. •Member of the Investment Strategy Committee responsible for allocating assets between stocks and fixed income in balanced accounts, equity sector weightings for both equity and balanced accounts and individual stock selection. •Created dividend discount model, earnings revision model and stock/sector scoring model. Implemented and interpreted both models. •Met frequently with clients and prospects to discuss market outlook and current portfolio strategy. Largest group presentation was to over 150 current and prospective clients. •Twice selected to appear on Merrill Lynch internal television to discuss our investment philosophy and market outlook. Show less

  • Pace University
    • Pleasantville and White Plains, NY
    • Adjunct Assistant Professor of Finance and Economics
      • 1999 - 2000

      •Taught “An Introduction to Finance” and MBA-level “Investment Analysis” courses to undergraduate and graduate students. Developed course syllabus, lesson plans, exams and quizzes. •Topics covered included the time value of money, stock and bond valuation, the workings of capital markets and the major exchanges, the securities market line, CAPM, the cost of capital, calculating net present value, IRR, analysis of the economy, industries, companies, and the analysis and valuation of corporate securities and derivatives. Show less

  • The BJ Group, Inc.
    • Irvington, NY
    • Senior Account Executive, Discretionary Portfolio Management
      • 1995 - 1999

      Boutique investment management firm owned by Sheldon Jacobs, editor of The No-Load Fund Investor and Bob Brinker, editor of Bob Brinker’s Marketimer. Total assets under management amounted to $600 million. • Utilized modern portfolio theories and a proprietary asset allocation model based on economic fundamentals and technical indicators to manage high net worth individuals and pension accounts. • Managed 600 accounts with over $150 million. • Met with prospective clients to present current strategies and discuss performance of portfolios. • Worked with clients to strengthen relationships, review goals and objectives and analyze results. • Collaborated with team members to develop custom designed portfolio management software. Show less

Education

  • Fordham University - Graduate School of Business Administration
    MBA, Finance
    1994 - 1997
  • Bowling Green State University
    BSBA, Economics
    1986 - 1990

Community

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