Tom Cole
Chief Executive Officer at Distillate Capital Partners LLC
Profile
Mr. Thomas M.
Cole, CFA MBA, is a Chief Executive Officer & Co-Founder at Distillate Capital Partners LLC, a Member at Consumer Analyst Group of New York, a Member at Investment Analysts Society of Chicago and a Member at Society of Automotive Analysts.
He previously was Chief Investment Officer at Institutional Capital, LLC, a Chicago-based value investment firm.
Prior to joining ICAP in 2012, he was head of U.S.
Equities at UBS Global Asset Management.
He held several other senior investment roles at UBS and its predecessor organization, Brinson Partners, going back to 1985.
He holds a BBA and an MBA from the University of Wisconsin in Madison, where he was a member of the Applied Security Analysis Program.
Tom is a CFA charter holder.
Tom Cole active positions
| Companies | Position | Start |
|---|---|---|
| Investment Analysts Society of Chicago | Corporate Officer/Principal | 2010-03-31 |
| Society of Automotive Analysts | Corporate Officer/Principal | 2010-03-31 |
Consumer Analyst Group of New York
 Consumer Analyst Group of New York Miscellaneous Commercial ServicesCommercial Services The Consumer Analyst Group of New York (CAGNY) is a professional organization for securities analysts. The group sponsors annual events specifically designed to expand members understanding of food, beverage, tobacco, and household/personal products businesses. CAGNY's management is comprised of professionals from various investment companies. | Corporate Officer/Principal | 2010-03-31 |
Distillate Capital Partners LLC
 Distillate Capital Partners LLC Investment ManagersFinance Distillate Capital Partners LLC (Distillate) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2017 by Thomas Cole, Jay Beidler, and Matt Swanson. Distillate offers investment advisory services to pooled investment vehicles, which includes registered investment companies, as well as high net-worth individuals and institutional investors through separately managed accounts. | Chief Executive Officer | 2016-12-31 |
Former positions of Tom Cole
| Companies | Position | End |
|---|---|---|
Institutional Capital LLC
 Institutional Capital LLC Investment ManagersFinance Founded in 1970, Institutional Capital LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. Their clients include corporations, public funds, foundations, endowments and multi-employer plans. | Chief Investment Officer | - |
| Brinson Partners, Inc. | Corporate Officer/Principal | - |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Director of Research - Equity | 2010-03-31 |
Training of Tom Cole
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Institutional Capital LLC
Institutional Capital LLC Investment ManagersFinance Founded in 1970, Institutional Capital LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. Their clients include corporations, public funds, foundations, endowments and multi-employer plans. | Finance |
| Brinson Partners, Inc. | Finance |
| Investment Analysts Society of Chicago | |
| Society of Automotive Analysts | |
Consumer Analyst Group of New York
Consumer Analyst Group of New York Miscellaneous Commercial ServicesCommercial Services The Consumer Analyst Group of New York (CAGNY) is a professional organization for securities analysts. The group sponsors annual events specifically designed to expand members understanding of food, beverage, tobacco, and household/personal products businesses. CAGNY's management is comprised of professionals from various investment companies. | Commercial Services |
Distillate Capital Partners LLC
Distillate Capital Partners LLC Investment ManagersFinance Distillate Capital Partners LLC (Distillate) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2017 by Thomas Cole, Jay Beidler, and Matt Swanson. Distillate offers investment advisory services to pooled investment vehicles, which includes registered investment companies, as well as high net-worth individuals and institutional investors through separately managed accounts. | Finance |
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