Thomas has substantial experience as a manager and advisor of both discretionary and non discretionary portfolios in the equities segment, and has a strong vision for the growth of managed accounts in the universe of financial service offerings. The establishment of Mason Stevens' truly independent operations allows Thomas and the rest of the management team to execute the vision of integrating the best of breed investment management practices with current technology to provide an efficient investment platform for the benefits of its clients.
Thomas has had a fifteen year career in equity markets and has worked for major investment banks and equity firms such as Bankers Trust, Merrill Lynch and Bell Potter in building substantial private client portfolios in both domestic and international equities. Prior to founding Mason Stevens, Thomas was Head of Equity Market Services & Direct Clients at Next Financial, and was part of the original team at Next Financial which saw that private investment management firm build $1.5 billion in client account balances prior to its acquisition by Wilson HTM during 2009. As Head of Equity Services, Thomas built a client platform which extended beyond private clients to a model that provided an extensive range of equity services to a broad range of financial planners and some specific institutional clients.
To download the PowerPoint slides, click here.