Tom Hoffman

Tom Hoffman is the Chief Investment Officer at Netherby Advisors, LLC, a role he has held since June 2012. With over 30 years of experience in the financial services industry, he specializes in creating and managing investment products and strategies. His expertise includes portfolio construction, risk management, and investment research.

Professional Background

• Current Position:
  • Chief Investment Officer, Netherby Advisors, LLC (2012 - Present)
    • Focuses on investment research, strategy, risk management, and portfolio construction.
• Previous Roles:
  • Managing Director, Samoset Capital Group (2007 - 2011)
    • Developed the firm’s investment processes and managed a team analyzing various investment vehicles.
  • Chief Investment Officer, Managers Investment Group (2005 - 2008)
    • Oversaw over $8 billion in assets across multiple mutual funds.
  • Director of Research, The Managers Funds LLC (1994 - 2004)
    • Analyzed independent managers' performance and developed investment strategies.

Education and Credentials

• Degrees:

  • Undergraduate degree from Lehigh University
  • MBA from the Leonard N. Stern School of Business at New York University

• Certifications:

  • Chartered Financial Analyst (CFA)
  • Member of CFA Institute and the New York Society of Security Analysts

Contributions and Achievements

Hoffman has been instrumental in significant growth within the firms he has worked for, notably expanding assets under management at Managers Investment Group from under $1 billion to over $8 billion. He has also developed innovative product reporting that has influenced industry standards.

In addition to his professional roles, Hoffman serves on the Investment Committee for Visiting Nurse and Hospice of Fairfield County and is known for his contributions to financial publications like The Wall Street Journal.

Outside of work, he is an avid tele skier and resides in Weston, Connecticut with his family.123