Thad joined Aureus in 2005 and serves as President and co-portfolio manager of the Core Equity Strategy at Aureus. He brings 20 years of experience in equity analysis, company valuation, and portfolio management to the firm. Thad joined Aureus from Bear Stearns Asset Management (BSAM) where he was a Vice President responsible for research and management of large-cap value equity portfolios. Before joining BSAM, he was a Vice President and Portfolio Analyst for Putnam Investments, covering mid-cap and large-cap growth equities. Prior to that, Thad was an Associate Research Analyst at Banc of America Securities (Montgomery Securities) focusing on the hospitality industry.
Thad received his BA from Harvard College, an MBA from NYU’s Stern School of Business and is a CFA charterholder. Thad is a member of the Boston Security Analysts Society, serves on the finance committee for the Shaw Fund for Mariner’s Children, and serves on the audit committee for The Shady Hill School.Contact Thaddeus