Thomas Rinaldi
Investment Manager Selection
- Role
- Isg Investment Manager Due Diligence at Bank of America
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Thomas Rinaldi
I’m a senior investment professional with over 20 years of experience across asset management, equity research, and manager selection. Currently, I head Closed-End Fund (CEF) due diligence within the Chief Investment Office at Bank of America, rating and monitoring over $20B+ in assets.My career spans both the buy and sell side, with deep expertise in public equity markets, manager selection for equity, fixed income, and multi-asset strategies. I’ve launched and evaluated hundreds of investment strategies, developed proprietary due diligence models, and consistently delivered high-conviction recommendations backed by data and rigorous analysis.Earlier roles included managing a $250M L/S equity book at a hedge fund, lead energy equity research at Deutsche Bank, and driving client solutions at Wood Mackenzie, where I built high-revenue institutional relationships and launched new products for the buyside market from the ground up.A CFA charterholder with an MBA in Finance from Wharton and a BA in Economics from Harvard.
Experience
Isg Investment Manager Due Diligence
Jan 2016 — Present · New York, NY, US
Evaluate third-party investment managers with a focus on closed end funds and commodity-related strategies.
Education
Harvard University
BA, Economics
1991 — 1995
University of Pennsylvania - The Wharton School
MBA, Finance
1999 — 2001
Skills
- Equity Valuation
- Financial Modeling
- Quantitative Analytics
- Financial Analysis
- Investment Strategies
- Industry Analysis
- Alternative Investments
- Commodity
- Capital Markets
- Series 7
- Equity Research
- Asset Managment
- Strategy
- Fixed Income
- Leveraged Finance
- Stock Picking
- Mutual Funds
- Investments
- Hedge Funds
- Financial Markets
- Trading
- Investment Banking
- Fundamental Analysis
- Technical Analysis
- Valuation
- Emerging Markets
- Energy
- Investor Relations
- Hedging
- Equities
- Investment Management
- Financial Risk
- Portfolio Management
- Asset Management
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