Thomas Hopkins

Experience

• 

  Salomon Brothers

  Jun 1994 - Apr 1997

  Equity Research Analyst, Technology Hardware Supply Chain

  Equity Research Analyst

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  Bear Stearns Companies

  Apr 1997 - May 2006

  Managing Director, Senior Equity Research Analyst, Technology/Electronics Manufacturing Services

  Former Institutional Investor (II) Ranked Equity Research Analyst

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  J.P. Morgan

  Aug 2007 - Jun 2009

  Executive Director, Institutional Equity Sales

  Institutional Equity Sales

• 

  Hapoalim Securities USA, Inc.

  Oct 2009 - Aug 2011

  Managing Director, Institutional Equity Sales
• 

  Bank of America

  Sept 2013 - now

  Head of Small, SMID and Mid-Cap Equity Fund Manager Due Diligence with co-leadership responsibilities in Domestic Equities. Direct management oversight of a team of Senior Analysts covering 150 global Asset Managers with active U.S. investment strategies totaling $30 Billion in Merrill/US Trust client exposure and $500 Billion in product AUM. Responsible for hiring, monitoring and termination recommendations for fund managers on Merrill's $2 Trillion Global Wealth Investment Management platform. Advise and guide FAs, internal Portfolio of Funds Managers and Institutional Clients on alpha conviction and portfolio construction ideas for recommended Investment Managers. Legacy Generalist Analyst coverage of a mix of Large Cap Traditional, Alternative, Sector and ESG Equity strategies including Value, Growth, Core, Healthcare, Technology, Real Estate, Energy MLPs, Liquid Alternatives/NTMFs and Balanced. Show less

  • Managing Director, Lead Portfolio Manager, Equity Income/Dividend Yield and Large Cap Core Defensive

    Sept 2018 - now

  • Director, GWIM Head of Equity Mid-Small Cap Fund Manager Research

    Sept 2013 - Sept 2018