Tom Marthaler

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Profile

Thomas Joseph Marthaler worked as a Managing Director at Neuberger Berman Investment Advisers LLC from 2006 to 2019.
Prior to that, he held positions as a Senior Vice President at Lehman Brothers, Inc. in 2007, an Executive Vice President at ABN AMRO Asset Management USA LLC from 2003 to 2005, a Portfolio Manager at The Chicago Trust Co. NA from 1990 to 1999, a Portfolio Manager at Chicago Capital Management LP (Broker) in 2001, and a Portfolio Manager at Chicago Title Insurance Co. from 1981 to 1989.
He also served as a Board Member at CFA Society of Chicago from 2008 to 2011.
Marthaler earned an MBA degree from Loyola University of Chicago in 1985 and an undergraduate degree from the University of St. Thomas in 1981.

Former positions of Tom Marthaler

Companies	Position	End
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Investment Committee Member	2019-06-30
CFA Society of Chicago CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a forum for education, knowledge sharing and career development for investment professionals	Corporate Officer/Principal	2011-06-29
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	2007-12-30
ABN AMRO Asset Management USA LLC ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings.	Chief Investment Officer	-
Chicago Capital Management LP (Broker) Chicago Capital Management LP (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2001-12-30

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Linked companies

Private companies	9
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
ABN AMRO Asset Management USA LLC ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings.	Finance
Wintrust Private Trust Co. NA Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services	Finance
Chicago Capital Management LP (Broker) Chicago Capital Management LP (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Chicago Title Insurance Co. Chicago Title Insurance Co. Specialty InsuranceFinance Provides title insurance services	Finance
Loyola University of Chicago Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of St. Thomas University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Society of Chicago CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a forum for education, knowledge sharing and career development for investment professionals	Commercial Services
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Finance