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.