Tony M. Caxide, CFA®

Chairman - Senior Investment Council

  • Education: Master of Business Administration in Finance and Investments, University of Connecticut, Bachelor of Science in Biology, University of Connecticut, and Bachelor of Science in Natural Resources Conservation, University of Connecticut
  • Certifications: CFA® Charterholder

Tony leads our Investment Team and its macro-economic and portfolio construction decisions.

An important responsibility and a distinctive core competency of our team is the active management of our clients’ asset allocations from a global perspective. Tony, who’s been quoted in The Wall Street Journal, brings more than 30 years of worldwide experience to this process, having previously led two large institutional investment management teams. In these capacities, he oversaw the global management of multi-billion dollar portfolios applying investment processes similar to those at Hamilton Capital Management.

His background includes:

Nationwide Insurance/Columbus, OH
Chief Investment Officer/Nationwide Financial Services
Head of Portfolio Management/Nationwide Companies

Responsible for top down management of more than $50 Billion in combined Nationwide companies portfolios.

CIGNA Investments/Hartford, CT
Managing Director
Head of International Fixed-Income

Led macro-economic and portfolio strategy teams implementing top down investment management process for Cigna’s $60 Billion equity and fixed-income assets.

Led international fixed income teams in the United States, London, Tokyo, Sydney and Santiago, Chile, managing portfolios in over 40 developed and emerging markets.

LUSIADS Investment Management LLC/Columbus, OH
Founder and President

Provided consulting services to executive officers and governing boards for institutional investors and money management firms on a range of investment management and financial issues.