Tom Masi

Thomas A. Masi, CFA

Partner, Equity Portfolio Manager

Joined
GW&K
2004

Industry
Experience
35 Years

Responsibilities

Tom is is a partner of the firm and is responsible for the management of GW&K’s Emerging Wealth Equity Strategy. With over three decades of experience investing through many market cycles, multiple recessions, elevated and receding oil prices, gulf wars, the technology bubble and implosion, declining inflation and declining interest rates, Tom has developed a deep appreciation for good businesses and an assessment of what it means to be a best-in-class company. He is a member of the firm’s Investment Committee.

Prior Work Experience

Tom joined GW&K from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as partner and co-portfolio manager since the strategy’s inception. Trilogy became part of GW&K in 2019. Throughout his investment career, Tom has evaluated and invested in stocks across every sector. Previously, he was a partner at Dominick and Dominick Advisors, a managing director and senior portfolio manager at SG Cowen Asset Management, and a senior vice president and senior portfolio manager at Kidder Peabody Asset Management. Tom credits each and every work experience throughout his life as valuable learning lessons in understanding and identifying successful businesses.

Education

Tom earned a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management. Tom is a CFA® charterholder and a member of the CFA Institute and the CFA Society New York.

The Value I Bring...
I started working at age 11 and from that point became fascinated with businesses…how do they make money? What is the customer experience? And the best question of all…why does the customer come back? I love trying to answer that question for every company in our portfolio! I view the Emerging Wealth Strategy as one of the greatest investment opportunities of my lifetime and I am thrilled to manage this strategy with a great partner and a great team at a great firm. Each and every day offers an opportunity to grow and learn about cultures and great businesses around the world.

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

  • This field is for validation purposes and should be left unchanged.