Thomas G. Hoffman Appointed Managing Director and Chief Investment Officer

COMPANY RELEASE – February 18, 2008

Thomas G. Hoffman Appointed Managing Director and Chief Investment Officer at Samoset Asset Management Company
DARIEN, CT - Samoset Asset Management Company LLC announced today that Thomas G. Hoffman has joined the firm as a Managing Director and Chief Investment Officer.  As Chief Investment Officer, Tom is responsible for all aspects of the firm’s investment process and programs.  He oversees the evaluation and selection of all investment managers and services provided by Samoset.  Additionally, he is responsible for directing the alignment of all investment services in the best interests of Samoset clients.
Tom has over 20 years of experience in the financial services industry, and was most recently the Chief Investment Officer of Managers Investment Group, a major investment advisory firm, where he oversaw the management of over $8 billion in assets in 29 mutual funds and a broad range of separate accounts across a wide variety of traditional financial asset classes and various forms of derivative investments.  He created and chaired the firm’s Investment Committee, and as CIO oversaw a wide range of investment disciplines and solutions, including mutual funds, separate account strategies, multiple attribute portfolios, and sub-advisory services to financial institutions and intermediaries, and private investors.  He also directed the development of new products and refined, redesigned and managed the firm’s asset allocation portfolios.  Prior to joining Managers Investment Group, Tom gained broad experience serving as an investment analyst and registered representative at various investment management, management consulting, and mutual fund sales organizations.
“We are delighted to have Tom join our team.  Tom’s proven ability to leverage his knowledge and experience to build and manage a high quality manager of managers platform will prove invaluable to our strategic partners and high net worth clients” stated Bill Battey, Chairman and CEO of Samoset Asset Management Company and Samoset Capital Group.
Tom has been quoted in The Wall Street Journal, Investors Business Daily and a number of other financial publications, and has presented at various industry conferences.  He currently serves on the Investment Committee for the Norfield Congregational Church, where he was previously the Chairman of Trustees.
Tom is a graduate of Lehigh University and the Leonard N. Stern School of Business at New York University, and has earned the Chartered Financial Analyst designation.  He is a member of the Chartered Financial Analyst Institute and the New York Society of Security Analysts.
About Samoset Asset Management Company and Samoset Capital Group
Samoset Asset Management Company LLC is a private wealth management company providing estate and financial planning and an independent, open-architecture, “manager of managers” platform to HNW individuals and families, endowments and foundations.  It provides clients with a full platform of wealth management services, delivers customized investment strategies and utilizes a global array of traditional and alternative asset classes, and is a wholly-owned subsidiary of Samoset Capital Group.  Samoset Capital Group is an independent wealth management firm advising high net worth individuals and families, endowments and foundations through partnerships with existing high quality wealth management firms.  Since its founding, Samoset Capital Group has attracted an experienced team of management and investment professionals that share the vision of a firm aligned exclusively with its clients and a strong belief in a multi-generational approach to managing family wealth.  Samoset Capital Group and Samoset Asset Management Company are based in Darien, Connecticut. 
For more information on Samoset Capital Group and Samoset Asset Management Company, please visit www.samosetllc.com.
Contact: Peter Milhaupt, Head of Sales & New Business Development
203-656-4780 / p.milhaupt@samosetllc.com

 

  Privacy | Terms & Conditions | Business Continuity
©2012 Samoset Capital Partners