Thomas M. Sipp
Director/Board Member at Fiduciary Exchange LLC
Profile
Thomas M.
Sipp was the founder of NWD Investment Management, Inc. founded in 1998, where he held the title of Chief Operating Officer-Investment Division from 2003 to 2006.
He is currently a Director at Fiduciary Exchange LLC and Advisor Credit Exchange LLC.
Mr. Sipp's former positions include Global COO-Wealth & Asset Management Division at Credit Suisse Group AG from 2013 to 2015, Chief Financial Officer at Credit Suisse High Yield Bond Fund, COO-Institutional Investment Division at Fidelity Investments, Inc. from 2006 to 2009, and Managing Partner at Magis Financial Partners from 2017 to 2018.
He was also the Chief Financial Officer & Executive MD at Sculptor Capital Management, Inc. from 2018 to 2021.
Mr. Sipp received an MBA degree from the University of Pittsburgh in 1993 and an undergraduate degree from Alfred University in 1992.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
Och-Ziff Operating Group
inf% | 2022-04-24 | 83,334 ( inf% ) | - $ | Today |
Thomas M. Sipp active positions
Companies | Position | Start |
---|---|---|
Fiduciary Exchange LLC
Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Director/Board Member | 2017-09-30 |
Advisor Credit Exchange LLC
Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Director/Board Member | - |
Former positions of Thomas M. Sipp
Companies | Position | End |
---|---|---|
Magis Financial Partners
Magis Financial Partners Investment ManagersFinance Part of Cetera Financial Group, Inc., Magis Financial Partners is a financial services company based in Horsham, PA. The private company offers personalized wealth management services, retirement and insurance planning, financial planning, and 401 (k) plan management. Magis Financial Partners aims to help clients pursue their personal or business financial goals by combining personalized service and high-touch support with industry-leading resources and state-of-the-art technology. The company's core values include putting clients first, always, having decades of experience, taking a team-based approach, and educating and communicating with clients. Magis Financial Partners was acquired by Cetera Financial Group, Inc. on March 09, 2021. | Corporate Officer/Principal | 2018-03-31 |
CREDIT SUISSE GROUP AG | Corporate Officer/Principal | 2014-12-31 |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 2008-12-31 |
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Founder | 2005-12-31 |
SCULPTOR CAPITAL MANAGEMENT, INC. | Director of Finance/CFO | 2021-01-10 |
Training of Thomas M. Sipp
University of Pittsburgh | Masters Business Admin |
Alfred University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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Credit Suisse Group AG
Credit Suisse Group AG Investment Banks/BrokersFinance Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland. | Finance |
Credit Suisse High Yield Bond Fund
Credit Suisse High Yield Bond Fund Investment Trusts/Mutual FundsMiscellaneous Credit Suisse High Yield Bond Fund is a non-diversified, closed-end management investment fund, which engages in seeking high current income investment. It seeks to deliver attractive returns from U.S. high yield bond markets to investors. The firm’s investment strategy is to maximize total return from monetizing macroeconomic themes and exploiting sector and issuer performance and rating dispersion. The company was founded on April 24, 1998 and is headquartered in New York, NY. | Miscellaneous |
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Finance |
Sculptor Capital Management, Inc.
Sculptor Capital Management, Inc. Investment ManagersFinance Sculptor Capital Management, Inc. is a holding company, which engages in the provision of asset management services and investment products across Multi-Strategy, Credit, and Real Estate. It serves clients through commingled funds, separate accounts and specialized products, as well as sponsoring a special purpose acquisition vehicle. The company was founded by Daniel Saul Och in 1994 and is headquartered in New York, NY. | Finance |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Finance |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Finance |
Advisor Credit Exchange LLC
Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Technology Services |
Magis Financial Partners
Magis Financial Partners Investment ManagersFinance Part of Cetera Financial Group, Inc., Magis Financial Partners is a financial services company based in Horsham, PA. The private company offers personalized wealth management services, retirement and insurance planning, financial planning, and 401 (k) plan management. Magis Financial Partners aims to help clients pursue their personal or business financial goals by combining personalized service and high-touch support with industry-leading resources and state-of-the-art technology. The company's core values include putting clients first, always, having decades of experience, taking a team-based approach, and educating and communicating with clients. Magis Financial Partners was acquired by Cetera Financial Group, Inc. on March 09, 2021. | Finance |
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