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Thomas J. Cassidy
Portfolio Analyst, Limited Partner
Joined RhumbLine in 2000 as Director of Investment Operations. Transitioned to Portfolio Analyst in 2017 as part of the firm's succession plan.
Nearly 35 years of industry experience.
Responsible for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to clients.
Previously, Director of Investment Operations at RhumbLine.
Prior experience: Assistant Vice President within the Institutional Services Group and Global Cash Operations Group at State Street Bank.
B.S., Cum Laude in Accounting from the University of Massachusetts - Lowell.