Tom Drumm

Analyst-Fixed Income at

Excalibur Management Corp.

Consumer Services

Finance

Profile

Mr. Thomas S.
Drumm, CFA MBA, is a Managing Director at Excalibur Management Corp.
He joined the firm in September 2000 and in his capacity as a Fixed Income Manager, in particular, his focus has been directed toward macro-economic, monetary, and sector research as major influences on the capital markets.
Prior to joining Excalibur, he spent nearly twenty years at Keystone rising from Portfolio Manager to Director of the Bond Group where he was responsible for all of Keystone’s fixed income policy and investments including all tax-free bonds, all taxable money market, investment grade, and non-investment grade bonds.
He holds a BA from St. Lawrence University, an MBA from the Wharton School and is a Chartered Financial Analyst charter holder.

Tom Drumm active positions

Companies	Position	Start
Excalibur Management Corp. Excalibur Management Corp. Investment ManagersFinance Excalibur is a research-based firm that utilizes both top-down macroeconomic analysis and bottom-up securities analysis to identify investment and trade ideas that are likely to benefit from the projected capital markets environment. The firm seeks to create liquidity and risk-appropriate client portfolios that are broadly diversified to maximize wealth creation and minimize volatility. Their investment approach utilizes an in-depth and ongoing research process to achieve long-term risk-appropriate returns through due diligence, analysis, and tactical rebalancing.	Analyst-Fixed Income	01/09/2000

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Private companies	3
Excalibur Management Corp. Excalibur Management Corp. Investment ManagersFinance Excalibur is a research-based firm that utilizes both top-down macroeconomic analysis and bottom-up securities analysis to identify investment and trade ideas that are likely to benefit from the projected capital markets environment. The firm seeks to create liquidity and risk-appropriate client portfolios that are broadly diversified to maximize wealth creation and minimize volatility. Their investment approach utilizes an in-depth and ongoing research process to achieve long-term risk-appropriate returns through due diligence, analysis, and tactical rebalancing.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. Lawrence University St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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