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Thomas Wopat-Moreau
Gestionnaire de Portefeuille-Actions chez
Transatlantique Private Wealth LLC
Profil
Thomas Wopat-Moreau is currently working as a Portfolio Manager at Transatlantique Private Wealth LLC since 2020.
Previously, he worked as a Portfolio Manager at FOURPOINTS Asset Management, Inc. from 2014 to 2020.
Before that, he was a Marketing & Compliance Analyst at Beck, Mack & Oliver LLC from 2010 to 2014.
Mr. Wopat-Moreau completed his undergraduate degree at The College of William & Mary in 2009.
Postes actifs de Thomas Wopat-Moreau
| Sociétés | Poste | Début |
|---|---|---|
Transatlantique Private Wealth LLC
 Transatlantique Private Wealth LLC Investment ManagersFinance TPW proposes an asset allocation plan based on a suitability profile derived from a thorough review of the client’s financial situation and objectives as well as the client’s level of risk aversion and any agreed-to restrictions. The firm combines macroeconomic analysis (top-down) with the microeconomic vision (bottom-up). | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Anciens postes connus de Thomas Wopat-Moreau
| Sociétés | Poste | Fin |
|---|---|---|
FOURPOINTS Asset Management, Inc.
 FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS manages investments in long-only US equity, international equity, and global equity portfolios. The firm uses a bottom-up, fundamental analysis approach to stock selection including financial statement analysis, cash flow analysis, and valuation techniques including discounted cash flow, price-to-earnings and price-to-cash flow to identify strong market leaders in growth industries. FOURPOINTS seeks to invest in steadily growing sectors with a clear competitive environment. They tends to avoid sectors that are too young, industries undergoing deregulation whose consequences are difficult to assess, and those whose competitive position and profitability are likely to be undermined by a technological disruption. | Gestionnaire de Portefeuille-Actions | 01/06/2020 |
Beck, Mack & Oliver LLC
 Beck, Mack & Oliver LLC Investment ManagersFinance BM&O aims to preserve and grow the purchasing power of client capital by investing in the securities of corporations with sound, long-term fundamentals. The firm concentrates client capital into 20-25 businesses that a) generate economic returns far in excess of their costs of capital, b) are run by capable stewards with appropriate incentives, and c) trade at sensible prices. BM&O looks for high-quality growth companies trading at value prices. They are generalists with no interest in matching market or index sector exposures, though they closely monitor sector and related exposures as part of ongoing risk management. | Corporate Officer/Principal | 01/05/2014 |
Formation de Thomas Wopat-Moreau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Beck, Mack & Oliver LLC
Beck, Mack & Oliver LLC Investment ManagersFinance BM&O aims to preserve and grow the purchasing power of client capital by investing in the securities of corporations with sound, long-term fundamentals. The firm concentrates client capital into 20-25 businesses that a) generate economic returns far in excess of their costs of capital, b) are run by capable stewards with appropriate incentives, and c) trade at sensible prices. BM&O looks for high-quality growth companies trading at value prices. They are generalists with no interest in matching market or index sector exposures, though they closely monitor sector and related exposures as part of ongoing risk management. | Finance |
FOURPOINTS Asset Management, Inc.
FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS manages investments in long-only US equity, international equity, and global equity portfolios. The firm uses a bottom-up, fundamental analysis approach to stock selection including financial statement analysis, cash flow analysis, and valuation techniques including discounted cash flow, price-to-earnings and price-to-cash flow to identify strong market leaders in growth industries. FOURPOINTS seeks to invest in steadily growing sectors with a clear competitive environment. They tends to avoid sectors that are too young, industries undergoing deregulation whose consequences are difficult to assess, and those whose competitive position and profitability are likely to be undermined by a technological disruption. | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Transatlantique Private Wealth LLC
Transatlantique Private Wealth LLC Investment ManagersFinance TPW proposes an asset allocation plan based on a suitability profile derived from a thorough review of the client’s financial situation and objectives as well as the client’s level of risk aversion and any agreed-to restrictions. The firm combines macroeconomic analysis (top-down) with the microeconomic vision (bottom-up). | Finance |
