Management Team
Thomas S. White, Jr.
President & Chief Investment Officer
Investment Team Head
Thomas White is the Chairman and President of Thomas White International, Ltd. which he founded in 1992. As Chief Investment Officer, he heads the firm’s Investment Team, which is comprised of four senior analysts who confirm all portfolio decisions.
Mr. White has over 40 years of investment experience, commencing in 1966 when began his career at Goldman Sachs after graduating from Duke University. He was an officer of Lehman Brothers and later worked for Blyth Eastman Dillon. As Managing Director of Morgan Stanley, Mr. White was the CIO for the institutional value style portfolios and funds at Morgan Stanley Asset Management for 14 years.
Mr. White, as head of the firm’s Global Investment Team, is responsible for the management of the firm’s domestic, international and global portfolios. The Investment Team is supported by the firm’s security analysts in the United States and Asia who produce investment research covering nearly 5,000 companies in 48 countries around the world.
Douglas M. Jackman, CFA
Executive Vice President & Chief Operations Officer
Investment Team Member
Doug Jackman is the Chief Operations Officer of Thomas White International, Ltd. which he joined in 1995. He is also a research officer covering European companies and a member of the Thomas White Investment Team which reviews all changes in the investment portfolios.
Mr. Jackman joined the firm after graduating from the MBA program at the University of Chicago with a major in Finance and Accounting. Earlier, he worked with Morgan Stanley in New York developing equity and FX trading systems. He has a BA degree from the University of Chicago where he served as a research assistant at the Center for Research in Security Prices.
Dr. Wei Li, CFA
Executive Vice President & Director of Research
Investment Team Member
Dr. Li joined Thomas White International in 1994 and is now its Director of Research. He covers Asian companies, including the Far East and Indian sub-continent markets. As a senior member of the Thomas White Investment Team, he participates in the review of each portfolio adjustment suggested by the firm’s security analysts.
Wei was earlier a research associate in Operations Research at Rensselaer Polytechnic Institute where he studied investments and finance. Prior to that, he was a postdoctoral Fellow at McGill University in Montreal. Dr. Li received his PhD from Purdue University. He is a native of Nanjing, China, where he received his B.S. and M.S. degrees from Nanjing Normal and Nanjing University.
Dr. Jinwen Zhang, CFA
Executive Vice President & Assistant Dir. of Research
Investment Team Member
Dr. Zhang is the Assistant Director of Research at Thomas White International. She is responsible for companies in the healthcare industry both in the U.S. and internationally. As a senior member of the Thomas White Investment Team, she participates in the group’s review of portfolio adjustments recommended by security analysts at the firm.
Prior to joining Thomas White, Dr. Zhang was a research scientist and instructor at Rush Medical College in Chicago. Earlier, she was a researcher at the Chinese Academy of Science in Beijing. In the field of Biochemistry, she has a B.S. from Beijing University and a PhD from Iowa State University. Dr. Zhang also has an MBA from the University of Chicago in Finance and Accounting.
David M. Sullivan II
Senior Vice President
Director of Trading
Mr. Sullivan is the Director of Trading at Thomas White International, managing the flow of share and FX transactions in domestic and international portfolios. He works with the firm’s Investment Team to implement their approved portfolio changes.
Dave became a member of the Thomas White organization after participating in the firm’s Analyst Summer Intern Program. He has a B.S. in Economics from DePaul University and an MBA from the University of Chicago
Dr. John Wu, CFA
Senior Vice President
Investment Team Member
Dr. Wu joined Thomas White International in 1997 and is now a portfolio co-manager and member of the firm’s five person Investment Committee. Designing many of the firm’s industry-specific valuation techniques, Dr. Wu covers energy stocks in North America and Europe and emerging markets stocks in Eastern Europe and the Middle East. John left the firm in 2007 to work with Crabel, a hedge fund, and returned to his former position in 2009.
Prior to Thomas White, John was a research assistant with the University of Wisconsin System Trust Fund. Earlier he worked at the Chinese Ministry of Nuclear Industry after receiving a B.S. in Nuclear Engineering from Tsinghua University in Beijing. Furthering his education in America, he earned a Ph.D. in Physics, and an M.S. in Finance, Banking and Investments from the University of Wisconsin.
Stathy Manos White
Executive Vice President
Fund & SMA Marketing
Ms. White is the Director of Mutual Fund Marketing at Thomas White International. She is also the manager of the firm’s professionals in Chicago and Bangalore who are expanding its presence on the web to improve client communications.
Stathy previously managed the firm’s analysts at Best Independent Research, LLC. Earlier, she worked with Mr. White at Morgan Stanley Asset Management. She is a graduate of Northwestern University with a B.S. degree in Communications.
