Michael Thompson is President and Chairman of SPIAS. He is integral in influencing and facilitating the discussion and interpretation of market events that is cornerstone to the asset allocation decision making process.
Prior to joining S&P Global in 2008, Michael was Managing Director of Thomson Reuters Research. In this role, Michael led the firm’s market analysis team, which provided deep dive research to investors, maintained the First Call consensus, and drove corporate policy on new regulatory initiatives. Michael was integral to setting policy on the handling of FAS 123(R) accounting mandates in the Thomson First Call Mean in this role. He also held positions at RiskMetrics Group, J.P. Morgan, and Lehman Brothers.
Michael holds a Bachelor’s degree from Hofstra University.
Michael is responsible for the oversight of the asset allocations and fund selections in SPIAS’ multi-asset class strategies.
Prior to joining SPIAS, Michael held positions within the S&P Retail Research group. He has over 20 years of industry experience and has been with S&P Global since 1997.
Michael holds a Bachelor’s degree from The College of New Jersey and an MBA from Baruch College Zicklin School of Business.
Robert is responsible for the surveillance and analysis of international economic trends, including their bearing on multi-asset class relationships and valuations. He has over 25 years of industry experience.
Prior to joining S&P in 2008, Robert held various investment strategy and trading positions dealing in the U.S. fixed income, equity, commodity, and global currency markets on Wall Street. Previous employment with U.S. primary dealers and international commercial banks include Société Générale, The Long Term Credit Bank of Japan Ltd, Lloyds Bank Plc., and Carroll McEntee & McGinley (CM&M) Inc.
Robert holds a Bachelor of Arts degree in Economics and English from Rutgers College, Rutgers University.
Naveen is responsible for providing model driven asset allocation recommendations for assets under advisement in SPIAS’ Model Allocation Portfolios (MAPs). He has over 10 years of industry experience.
Prior to joining S&P in 2009, Naveen worked as a Capital Markets Research Analyst at Frank Russell Company specializing in money manager research. He also was an Investment Analyst with Harvest Fund Advisors focusing on master limited partnerships.
Naveen holds a Bachelor of Science in Management of Information Systems, MBA in Investment Management and Management of Information Systems, and a Master of Science in Finance from Drexel University.
Erin oversees all equity portfolio strategies, which include both North American and International jurisdictions. These strategies focus on risk-adjusted returns: attempting to maximize returns while minimizing volatility. Erin is also responsible for developing the equity advisory business and quantitative portfolio research globally.
Prior to joining S&P in 2006, Erin held positions at Liberty Ridge Capital, Citigroup, and Sanford Bernstein. She has over 15 years of industry experience.
Erin holds a Bachelor’s degree in International Management with a focus in Finance from Pace University. She is a board member of the Society of Quantitative Analysts, a not-for-profit organization focused on education and communication to support members of the quantitative investment practitioner community.
Marcus is responsible for quantitative portfolio research to enhance existing models and develop new strategies. He also manages advisory equity portfolios, including UITs, and helps to develop the equity business. Marcus has over 10 years of industry experience.
Prior to joining SPIAS, Marcus worked for the ClariFI® group at S&P Global Market Intelligence (formerly S&P Capital IQ) advising clients on how to use the full suite of technologies in the development of quantitative equity strategies. He has been with S&P Global since 2006.
Marcus holds a Bachelor of Science degree in Physics from California Institute of Technology and a Master of Science in Investment Management from Boston University. He is also a CFA charterholder.
Michael is the head of SPIAS operations. He is responsible for portfolio management operations, product management, performance measurement, data operations and finance. Michael has over 10 years of industry experience.
Prior to joining S&P in 2003, Michael held prior roles within Information Technology at other non-financial firms.
Michael holds a Bachelor of Science in Mathematics and Computer Science from Northeastern University. He is a Certificate in Investment Performance Measurement (CIPM) certificate holder.
As Chief Commercial Officer, Tom is responsible for business development, sales, and relationship management activities for SPIAS. He has over 20 years of industry experience.
Prior to joining S&P in 2002, Tom held positions at MFS Investment Management, NATIXIS Global Asset Management, and Rydex SGI Investment Management.
Tom holds a Bachelor’s degree from Northeastern University and a Master of Business Administration from Babson College Franklin W. Olin Graduate School of Business.
Nicole is responsible for developing and managing SPIAS’ home office relationships. She has over 15 years of industry experience.
Prior to joining S&P in 2012, Nicole was a Business Development Consultant for iShares at BlackRock covering RIAs and institutional clients. Additionally, she held positions at AllianceBernstein, Citigroup and Morgan Stanley.
Nicole holds a Bachelor’s degree from Rutgers University.
Sherod focuses on new advisor acquisitions, manages the Internal Investment Consultant team, and serves as a team lead for the Regional Investment Consultants. He is also responsible for business development in the Great Lakes region of the U.S. Sherod has over 10 years of industry experience.
Prior to joining S&P Global in 2012, Sherod held positions with AXA Equitable, T. Rowe Price, and Blackrock/iShares.
Sherod holds a bachelor’s degree from University of Maryland.