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Brandon Rockwell Thomas
Founder at
ENVESTNET, INC.
Profile
Mr. Brandon R.
Thomas is a Co-Chief Investment Officer at Envestnet Portfolio Solutions, Inc., a Co-Chief Investment Officer & Managing Director at FDx Advisors, Inc., a Chief Investment Officer at Envestnet Asset Management, Inc., a Co-Chief Investment Officer at Envestnet, Inc. and a Chief Investment Officer at QRG Capital Management, Inc. He is responsible for the firm’s strategy and oversees portfolio management capabilities.
Mr. Thomas was previously employed as a Chief Investment Officer & Managing Director by Portfolio Management Consultants, Inc. and a Director-Equity Funds by Nuveen Investments, Inc.
Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.
Brandon Rockwell Thomas active positions
| Companies | Position | Start |
|---|---|---|
| ENVESTNET, INC. | Founder | 01/01/1999 |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Founder | 01/01/1999 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Chief Investment Officer | - |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Chief Investment Officer | 01/09/2020 |
Former positions of Brandon Rockwell Thomas
| Companies | Position | End |
|---|---|---|
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Founder | 03/03/2011 |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Chief Investment Officer | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Corporate Officer/Principal | - |
Training of Brandon Rockwell Thomas
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
61
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Provides investment management products | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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