You're signed outSign in or to get full access.
About
Thomas Fortier is an Associate at Strategic Investment Group in Arlington, VA, where he supports portfolio management, due diligence, and investment research for institutional clients. In his current capacity, he collaborates with senior team members to evaluate multi-asset investment strategies and assist in client advisory projects. His responsibilities also include supporting asset allocation decisions and monitoring fund performance across client portfolios.
Prior to his current role, Thomas held progressive positions at Strategic Investment Group, first as an Investment Analyst and then as a Senior Analyst. Over the course of his tenure, he has gained experience analyzing public and private market investments, including equities, fixed income, and alternative assets—although specific asset class specialization cannot be confirmed from public sources. He is recognized for his analytical acumen and his ability to synthesize complex financial data for decision-making teams.
Thomas holds a Bachelor's degree in Economics from the University of Virginia, providing a solid quantitative foundation for his investment work. He is noted for his proficiency in financial modeling and data analysis, and has over five years of industry experience. While notable public achievements are not listed, his expanded responsibilities and progression at Strategic Investment Group underscore his expertise and ongoing contributions to the firm's investment and client advisory process.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategic Investment Group | Associate | Jan 2025 to Present | Associate covering hedge fund and opportunistic strategies. I source and diligence potential manager investments in both areas. |
| Strategic Investment Group | Senior Analyst | Jul 2023 to Dec 2024 | Senior Analyst on Hedge Fund Team. Conduct due diligence on hedge fund managers. |
| Strategic Investment Group | Investment Analyst | Jun 2021 to Jun 2023 | — |
| Strategic Investment Group | Investment Analyst Intern | Jun 2020 to Aug 2020 | — |
| Emerson | Intern | Jun 2019 to Aug 2019 | • Researched issues important to the company such as international trade, tax code issues, cyber security, intellectual property, workforce development and energy policy. • Attended events at trade as... |
| U.S. International Trade Commission | Office of Economics Intern | Jul 2018 to Aug 2018 | • Designed test intended to be used to evaluate prospective full-time employees on their excel skills • Researched American trade actions against China. Created a database on U.S. actions agains... |
Education
University of Virginia
Bachelor's degree, Economics
Others at Strategic Investment Management, LLC (18)
| Name | Role | Location |
|---|---|---|
| Analyst | Philadelphia, PA , United States | |
| Associate - Quantitative Research | Washington, DC , United States | |
| Deputy Chief Investment Officer | Washington, DC , United States | |
S Stephen Werner | Associate | United States |
| Analyst | Arlington, VA , United States | |
| Investment Analyst | Notre Dame, IN , United States | |
| Senior Associate | Washington, DC , United States | |
C Caroline Koontz | Investment Analyst | Arlington, VA , United States |
| Associate | Washington, DC , United States | |
| Analyst | Chapel Hill, NC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Director, Business Development and Client Relations | Sands Capital Management, LLC | Washington, DC , United States | |
| Research Analyst | Sands Capital Management, LLC | New York, NY , United States | |
| Managing Director, Portfolio Manager | Cornerstone Partners Capital Management, LLC | Charlottesville, VA , United States | |
D David Russell | MD | Cornerstone Partners Capital Management, LLC | Charlottesville, VA , United States |
| Portfolio Manager | Mason Investment Advisory Services, Inc. | Washington, DC , United States | |
S Scott George | Chief Investment Officer | Mason Investment Advisory Services, Inc. | McLean, VA , United States |