Bachelor of Economics (First class honors), University of East Anglia
Specialisations
Portfolio management
Managed funds
Investments
In January 2024, Tom joined Centrepoint Alliance as a Research Analyst, before being promoted to an Investment Analyst in Ventura FM. Tom reports directly to Daniel Stojanovski the Chief Investment Officer of Ventura FM. He assists in portfolio development, produces market and economic insights, IconiQ portfolio investment governance, performs attribution and managed fund analysis, handles reporting, and responds to advisor inquiries within Centrepoint Alliance. Previously, Tom worked for three years as an Assistant Portfolio Manager at Banque Havilland in London, after earning first-class honors in Economics from the University of East Anglia (UEA).
Tom McLeod is an Investment Analyst in the Investment Solutions team at Centrepoint Alliance. He holds a degree in economics and has three years’ experience as an Assistant Portfolio Manager in London before relocating to Sydney. Tom focuses on manager research, portfolio construction, and the production of detailed market and portfolio reporting. He also plays a key role in the research services provided to Centrepoint advisers and contributes to the recently launched platform (IconiQ) through Ventura Investment Management.