Thomas Leon Schubert

Client relationship Management Investment Analyst Risk Management Investment Strategy Development

Thomas Leon
Schubert

As a specialist in investment portfolios, my main area of expertise is making custom investment portfolios that meet the needs and goals of each client. To achieve this, I carefully evaluate factors such as their investment objectives, risk tolerance, and other relevant considerations to identify the optimal investment strategies.

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How Can I Help?

Services

Portfolio Management

Tailored investment strategies to help clients achieve their financial objectives, while managing risk and volatility.

Financial Planning

Comprehensive planning for clients, encompassing retirement, education, and estate planning, to secure their financial future.

Risk Management

Identification and mitigation of potential risks in clients' portfolios, ensuring optimal risk-adjusted returns.

Investment Research & Analysis

In-depth analysis of various asset classes and individual securities, to identify profitable investment opportunities.

About Me

About Thomas Leon
Schubert

Having worked for four distinct prestigious firms over the course of twenty or more years—three in the United States and one in Belgium—I have gathered a great deal of experience throughout my career. My passing four brokerage qualifying exams and ensuing seventeen state licenses serve as additional testaments to my skill.

My clientele is diverse and includes private individuals, corporations, retirement homes, and high-net-worth households. I have developed successful trading techniques that reliably maximize earnings while avoiding losses by carefully managing a wide range of investment portfolios across numerous financial markets. I can’t wait to contribute my experience to your portfolio.

Office:

17 Market St, Manchester M1 1PT, UK

Email:

thomasleonschubert@gmail.com

Experience

Working With?

2022 - Present

Senior Portfolio Manager
at Top Index Fx

Achievements: Managed a $500 million portfolio, consistently beating benchmark indices by 3% annually
Skills used: Portfolio management, asset allocation, and risk management

2020 - Present

Director of Investments
at Pinnacle Index

Achievements: Led a team of 15 investment professionals, increasing the firm’s AUM by 25% within three years
Skills used: Leadership, strategic planning, and team collaboration

2021-2022

Chief Investment Officer
at Solebury Capital

Achievements: Implemented innovative investment strategies, resulting in a 10% increase in client returns
Skills used: Global market analysis, alternative investments, and macroeconomic research

Education

Studied at

2004 - 2006

Harvard Business
School

Bachelor of Science in Finance

2010-2011

Ghent University
(GHU)

Master of Business Administration (MBA) with a concentration in Finance or Investment Management

Technical Skills

Financial analysis

Evaluating financial data to identify opportunities and trends, driving investment decisions and strategies.

90%

Portfolio management

Constructing and managing diverse investment portfolios, tailored to clients’ goals and risk tolerance.

80%

Risk assessment

Identifying and quantifying potential risks in investments, ensuring optimal risk-adjusted returns.

95%

Financial modeling

Building financial models to predict future performance, supporting investment evaluation and decision-making.

85%

Market analysis

Examining macroeconomic factors, industry trends, and market dynamics to inform investment decisions.

90%

Knowledge of financial instruments and asset classes

Proficient understanding of equities, fixed income, commodities, and alternative investments, enabling well-informed decisions.

90%

Language Skills

Reading and writing

English

90%

French

76%

German

98%

Contact

Let's talk