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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BIP Wealth | Portfolio Manager | Nov 2016 to Present | — |
| SunTrust Bank | Vice President - Investment Portfolio Manager | Oct 2008 to Oct 2016 | — |
| SunTrust Bank | PAM Portfolio Specialist | Feb 2006 to Oct 2008 | — |
| Morgan Keegan & Co Inc | Equity Research Intern | Jun 2004 to Jul 2004 | — |
Education
Furman University
Bachelor of Arts (B.A.), Economics
2001 — 2005
Skills & Expertise
Others at Bip Wealth, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Atlanta, GA , United States | |
| Chief Investment Officer | Atlanta, GA , United States | |
J Jeffrey Grossman | Portfolio Manager | Atlanta, GA , United States |
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