Tom Margulis

Thomas S. Margulis

Principal

As a Co-Founder and Principal of Conway, Tom works with our advisory clients to construct diversified investment portfolios and provide due diligence and monitoring of fund managers across all asset classes. Tom also serves on our Investment Committee, which establishes our firm’s investment philosophy and oversees the implementation of the recommendations we make to our clients.

Previously, Tom was the Director of Research at Asset Consulting Group LLC (“ACG”) where he oversaw the ACG Research Group and coordinated all research conducted on behalf of ACG clients. Prior to joining ACG, Tom spent several years in risk management at Hull Trading, an options and futures market-making firm based in Chicago.

Off the clock, Tom loves spending time with his family and keeping up with his kids’ extra-curriculars. He also enjoys golfing, fishing and travelling to the mountains and beaches.

Education

  • M.B.A., University of Chicago
  • B.A., Vanderbilt University

Certifications

  • Chairman, Investment Committee, Jewish Federation of St. Louis