Thomas White Global Investing

 

 

CONTACT US

Gabe McNerney

Gabe McNerney, CFA

Director of Marketing and
Client Service

gm@thomaswhite.com

Five-member Investment Committee

Five-member Investment Committee

Thomas S. White, Jr.Thomas S. White, Jr.
President
Chief Investment Officer

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 five-member Investment Committee, which is comprised of five 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.

As head of the firm’s global investment professionals, Mr. White is responsible for the management of the firm’s domestic, international and global portfolios. The Investment Committee 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.

 

Dr. Wei Li, CFADr. Wei Li, CFA
Executive Vice President
Director of Research
Assistant Chief Investment Officer
Investment Committee 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 the Assistant Chief Investment Officer of the Thomas White Investment Committee, 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, CFADr. Jinwen Zhang, CFA
Executive Vice President
Assistant Director of Research
Investment Committee

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 Committee, 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.

 

Douglas M. Jackman, CFADouglas M. Jackman, CFA
Executive Vice President
Director of Institutional Department
Investment Committee

Doug Jackman is the Director of the Institutional Department of Thomas White International, Ltd., which he joined in 1995. He is also member of the Thomas White Investment Committee, 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.

 

John Wu, Ph.D., CFAJohn Wu, Ph.D., CFA
Senior Vice President
Investment Committee

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.

Use of this site signifies that you have read Terms & Conditions
© Thomas White International, Ltd. 2018