Tom Margulis

Background

About Tom Margulis

For nearly 30 years, I’ve worked with advisors and institutions to help them navigate the constantly evolving investment world. I believe it is prudent to take a long-term view on investments, keeping in mind the ever-changing nature of financial markets. As a co-founder and managing principal of Conway, I focus on client relationships, business development and alternative manager due diligence. I am also a member of Conway’s Management Committee and Investment Committee, which establishes our firm’s investment philosophy and oversees the implementation of our recommendations. The Conway team partners with our clients by delivering institutional institutional-quality research, analysis and technology solutions. We believe our partnerships are based on positive, trustworthy interactions — ultimately, our people are an extension of our clients’ teams.