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Tom S. Simon, CFA

Senior Managing Director at Wellington Management, Partner, and Portfolio Manager


Background

Tom S. Simon, CFA, as a portfolio manager, helps to lead our Manager Research and Fundamental Factor Platform investment teams. These teams conduct original research on factor investing, risk management, manager evaluation, analytical systems, and portfolio construction. Their mission is to be a trusted partner to the firm’s clients through independent manager and factor research, creating innovative strategies to solve client challenges, advising clients on opportunities and risks in their portfolios, or directly generating investment performance through solutions to meet client-directed objectives.

Tom and the team members are portfolio managers for multi-manager and factor solutions offered by the firm, including US, global, non-US, regional, and hedge fund strategies. Tom also spearheads analyzing key trends and factor biases across equity markets and plays an integral role in our technology and fiduciary oversight processes, serving on a number of our investment review and risk advisory committees, including Equity Review Group I.

Prior to joining the firm in 2009, Tom spent nine years at FactSet Research Systems Inc. (2001 – 2009), where he served as vice president. He also worked at Quantitative Analytics (2007 – 2009) and served as a quantitative specialist (2003 – 2007) and a consultant (2001 – 2003).

Tom received his BBA in finance and economics from the University of Wisconsin-Madison (2001). Additionally, he holds the Chartered Financial Analyst and Financial Risk Manager designations.

Experience

Professional experience since 2001

Wellington Management
2009-present

FactSet Research Systems Inc.
2001-2009

Quantitative Analytics
2007-2009

Quantitative Specialist
2003-2007

Consultant
2001-2003

Education

BBA, University of Wisconsin-Madison

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