Thomas Byrd
Stratège de marché chez Colony Family Offices LLC
Profil
Mr. Wyman T.
Byrd is an Investment Advisor at Colony Family Offices LLC.
He leads the overall integrated investment process for the firm, manages the strategic relationship with Greycourt & Co. and works closely with family clients.
He brings more than 20 years of investment management experience to Colony.
Previously, he was a Family Investment Officer at GenSpring Family Offices, LLC, responsible for the introduction, implementation, and management of GenSpring’s investment process for client families.
His duties included investment policy formation, asset allocation strategy development, investment manager selection, and client relationship management.
Prior to GenSpring, he was a portfolio manager in the external manager strategies group at Franklin Street Partners, an investment firm in Chapel Hill, NC.
In that role, he directed the firm’s investment manager research effort in the public equity space and co-managed a global equity and credit fund of funds.
Tom was also a member of the firm‘s asset allocation team.
He graduated from the University of North Carolina at Chapel Hill receiving his Bachelor of Science in Business Administration.
He also received his Master’s in Business Administration from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School.
In addition, he holds the Chartered Alternative Investment Analyst designation.
Postes actifs de Thomas Byrd
Sociétés | Poste | Début |
---|---|---|
Colony Family Offices LLC
Colony Family Offices LLC Investment ManagersFinance Colony Family Offices LLC (Colony) is an independent, SEC-registered investment adviser and multi-family office headquartered in Charlotte, North Carolina. The firm was founded in 2013 and formerly known as Colony Wealth Advisors LLC. Colony provides fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth. | Stratège de marché | 01/05/2013 |
Formation de Thomas Byrd
The University of North Carolina at Chapel Hill | Undergraduate Degree |
Kenan-Flagler Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Colony Family Offices LLC
Colony Family Offices LLC Investment ManagersFinance Colony Family Offices LLC (Colony) is an independent, SEC-registered investment adviser and multi-family office headquartered in Charlotte, North Carolina. The firm was founded in 2013 and formerly known as Colony Wealth Advisors LLC. Colony provides fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth. | Finance |