Agility Outsourced Chief Investment Officer
Thomas Gerling is an experienced investment professional currently serving as an Associate at Agility Outsourced Chief Investment Officer since June 2018, where responsibilities include conducting investment due diligence and market research for capital fund investments. Prior to this role, Thomas worked as an Intern Analyst at PTV Healthcare Capital, analyzing investment opportunities in medical device companies and presenting assessments to the investment committee. Additional experience includes a Regulator Affairs Intern position at Apollo Endosurgery, where compliance with FDA requirements was achieved, and previous internships at PTV Healthcare Capital and Xerox, focusing on financial analysis and market research. Thomas holds a Bachelor of Business Administration in Corporate Finance from Texas McCombs School of Business, graduated in 2018.
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Agility Outsourced Chief Investment Officer
Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. Please visit our website to learn more about Agility's services or to contact a member of our team. Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties.