Thomas J. West, CFA, CAIA

Corporate Leadership Head of Global Equity Research

As head of global equity research, Tom leads a global team of fundamental research analysts covering approximately 750 securities in support of almost 100 actively managed equity funds.

Summary

  • Oversees equity research team focusing on providing in-depth, fundamental equity research based on sustainable competitive advantages and long-term valuation analysis

Credentials

  • Worked as a sector analyst in equities and research associate in high yield at Fidelity Investments
  • Holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations
  • Began his career as a design engineer, finishing as a department manager at Bosch Automotive Motor Systems
  • Held a variety of positions in the U.S. and Europe, including research and development, engineering and business development
  • Has been a member of the investment community since 2000

Education

  • Boston College, M.S. in finance where he received the award for highest academic achievement
  • Rutgers University, B.S.
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Thomas J. West,

CFA,CAIA
Head of Global Equity Research