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Thomas Day

Thomas Day

Portfolio Manager at Bip Wealth, LLC

Atlanta, GA , United States

About

Thomas E. Day Jr., CFA, is a Portfolio Manager at BIP Wealth, LLC in Atlanta, Georgia, where he has served since November 2016. In this role, Thomas manages equity portfolios and provides tailored investment solutions for a diverse client base, including individuals, families, corporate executives, and business managers. His responsibilities focus on constructing, monitoring, and refining public equity investment strategies, with an emphasis on integrating Nobel Prize-winning financial research and alternative investments into client portfolios.

Previously, Thomas spent over a decade at SunTrust Bank, first as a PAM Portfolio Specialist and later as Vice President - Investment Portfolio Manager, where he gained extensive experience managing portfolios for high-net-worth clients and foundations. He also brings experience from a prior internship in equity research at Morgan Keegan & Co, further strengthening his expertise in public equity markets and portfolio management.

Thomas holds a Bachelor of Arts degree in Economics from Furman University and is a Chartered Financial Analyst (CFA®) charterholder, reflecting his commitment to excellence and industry best practices. He specializes in public equities and has contributed to advancing investment management approaches at BIP Wealth, focusing on evidence-based, client-centric solutions for long-term capital growth.

Career History

OrganizationRoleDate RangeDetails
BIP WealthPortfolio ManagerNov 2016 to Present
SunTrust BankVice President - Investment Portfolio ManagerOct 2008 to Oct 2016
SunTrust BankPAM Portfolio SpecialistFeb 2006 to Oct 2008
Morgan Keegan & Co IncEquity Research InternJun 2004 to Jul 2004

Education

Furman University

Bachelor of Arts (B.A.), Economics

2001 2005

Skills & Expertise

Equities
Marketing
Research
Business Development
Sales
Investments
PowerPoint
Portfolio Management
Microsoft Office
Investment Research
Trading
Longview
Performance Measurement
Customer Service
Financial Analysis

Others at Bip Wealth, LLC (3)

NameRoleLocation
Darius Hicks
Darius Hicks
Portfolio ManagerAtlanta, GA , United States
Eric Cramer
Eric Cramer
Chief Investment OfficerAtlanta, GA , United States
J
Jeffrey Grossman
Portfolio ManagerAtlanta, GA , United States

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