Thomas Duffy
Client Portfolio Manager at Clark Capital Management Group, Inc.
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Clark Capital Management Group | Client Portfolio Manager | Mar 2020 to Present | — | 
| Clark Capital Management Group | Tax Transition Specialist | Oct 2019 to Present | — | 
| Blackrock | Portfolio Manager | Jun 2008 to Oct 2018 | — | 
| Merrill Lynch | Senior Investment Strategist - Merrill Lynch Trust Company | Dec 2006 to Jun 2008 | — | 
| Merrill Lynch | Internal Wholesaler - Merrill Lynch Retirement Group | Jan 2003 to Dec 2006 | — | 
| Merrill Lynch | Investor Services Advisor - Merrill Lynch Fac | Mar 2001 to Dec 2002 | — | 
| Datek Online Holdings Corp. | Registered Principal | May 2000 to Mar 2001 | — | 
Education
The Wharton School
Accounting, Finance
Marywood University
Bachelors, Music
Others at Clark Capital Management Group, Inc. (13)
| Name | Role | Location | 
|---|---|---|
| DDavid Rights | EVP, Director of Research | Fort Washington, PA , United States | 
|  | PM | Philadelphia, PA , United States | 
| Associate Portfolio Manager | Philadelphia, PA , United States | |
| MMason Wev | Senior Portfolio Manager | Philadelphia, PA , United States | 
| Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States | |
| Equity Analyst | Philadelphia, PA , United States | |
| Senior Portfolio Analyst | Philadelphia, PA , United States | |
| Client Portfolio Analyst | Philadelphia, PA , United States | |
| Associate Client Portfolio Manager | Philadelphia, PA , United States | |
| Client Portfolio Analyst | Philadelphia, PA , United States |