Thomas J. Raymond Jr., CFAAnalyst, Investment Consulting Services
...Thomas J. Raymond Jr., CFATelephone: 215.973.3144Fax: 215.973.3190 Centre Square West - 20th Floor1500 Market StreetPhiladelphia, PA 19102Email Thomas J. Raymond Jr., CFABackground: Mr. Raymond is a portfolio analyst for Calibre and is responsible for portfolio and manager analysis.Mr. Raymond
works closely with Senior Investment Consultants in analyzing client investment structures, and developing multi-manager asset allocation strategies for client portfolios. Experience: Mr. Raymond joined Calibre in 2006 from Wilmington Trust Investment Management where he served as an investment advisor with responsibilities including investment policy statement creation, portfolio implementation and monitoring, along with manager due diligence. Education: While at Wilmington Trust Investment Management, Mr. Raymond graduated with honors from Drexel University's MBA program with a concentration in finance.
Additionally, Mr. Raymond
earned the designation of Chartered Financial Analyst.Mr. Raymond's
professional memberships include the CFA Society of Philadelphia and the CFA Institute
.Mr. Raymond received a Bachelor of Science degree from the Smeal College of Business at the Pennsylvania State University, University Park Campus.
...Thomas J. Raymond Jr., CFA