As a portfolio manager for CCM’s liquid alternative income fund, Tom is responsible for managing the long/short credit and equity portfolio with the goal of generating returns that have low correlation to traditional assets and potentially limiting the impact of large market downturns. He works closely with the CIO on valuations, earnings, and pricing inefficiencies. Tom is also a portfolio manager for CCM’s equity funds — a core impact equity strategy and a small/mid-cap impact value strategy — where he is responsible for asset allocation, security selection, and portfolio positioning.


Tom started his investment career at Merrill Lynch in New York in 1999, working in the distressed research group primarily covering healthcare and lodging companies. He transitioned to Owl Creek Asset Management in 2002, covering a variety of industries with a focus on deep value and distressed bonds and bank debt. In 2003, he joined Gracie Capital, a multi-strategy hedge fund, to run its distressed debt and post-reorganization equity portfolio. Assets under management grew from $400 million to over $2 billion in the time he worked there. In 2010, Tom started a firm to manage family assets in Charlotte and in 2013, he co-founded Badge Investment Partners, which acted as sub-adviser to CCM until 2016 when he became a full-time employee of CCM. Tom graduated Magna Cum Laude from Vanderbilt University in 1993 and earned an M.B.A. from the J.L. Kellogg School of Management at Northwestern University in 1999.