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Thomas Duffy

Client Portfolio Manager at Clark Capital Management Group, Inc.

Princeton, NJ , United States

About

Thomas Duffy, CFA, serves as Senior Client Portfolio Manager at Clark Capital Management Group, based in Princeton, NJ. In this role, he develops and oversees highly customized investment solutions for high net worth clients, working closely with financial advisors and Clark Capital's investment consultants to deliver elevated, concierge-level portfolio strategies.

His expertise includes constructing portfolios across multiple asset classes, with direct involvement in equities, fixed income, and multi-asset strategies geared toward private clients and complex investment needs, as indicated by his role and the firm's approach. Duffy primarily collaborates with elite financial advisors to help address the sophisticated requirements of high net worth individuals.

Before joining Clark Capital, Thomas built his investment career at companies such as Datek Online, Merrill Lynch, and BlackRock, accumulating substantial experience in portfolio management and client service. He holds a degree from Marywood University and earned a Post-Baccalaureate Certificate from The Wharton School of the University of Pennsylvania. Recognized as a Chartered Financial Analyst (CFA), Duffy maintains active membership in the CFA Institute and the CFA Society Philadelphia, reflecting his commitment to industry professionalism and continued learning.

Career History

OrganizationRoleDate RangeDetails
Clark Capital Management GroupClient Portfolio ManagerMar 2020 to Present
Clark Capital Management GroupTax Transition SpecialistOct 2019 to Present
BlackrockPortfolio ManagerJun 2008 to Oct 2018
Merrill LynchSenior Investment Strategist - Merrill Lynch Trust CompanyDec 2006 to Jun 2008
Merrill LynchInternal Wholesaler - Merrill Lynch Retirement GroupJan 2003 to Dec 2006
Merrill LynchInvestor Services Advisor - Merrill Lynch FacMar 2001 to Dec 2002
Datek Online Holdings Corp.Registered PrincipalMay 2000 to Mar 2001

Education

The Wharton School

Accounting, Finance

Marywood University

Bachelors, Music

Others at Clark Capital Management Group, Inc. (13)

NameRoleLocation
D
David Rights
EVP, Director of ResearchFort Washington, PA , United States
John Archbold
John Archbold
PMPhiladelphia, PA , United States
Marek Hlinka
Marek Hlinka
Associate Portfolio ManagerPhiladelphia, PA , United States
M
Mason Wev
Senior Portfolio ManagerPhiladelphia, PA , United States
Oliver Chambers
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio ManagerPhiladelphia, PA , United States
Shehryar Amir
Shehryar Amir
Equity AnalystPhiladelphia, PA , United States
William Lien
William Lien
Senior Portfolio AnalystPhiladelphia, PA , United States
Christopher Wadley
Christopher Wadley
Client Portfolio AnalystPhiladelphia, PA , United States
Joshua Graff
Joshua Graff
Associate Client Portfolio ManagerPhiladelphia, PA , United States
Patrick Camilli
Patrick Camilli
Client Portfolio AnalystPhiladelphia, PA , United States
Showing 1-10 of 13 team members