Tom Simunovic

Critic
DISC Type : C

Partner | Investment Specialist - Large Cap Sustainable Growth at Brown Advisory

Boston, Massachusetts, United States

Overview

Tom Simunovic is a Partner and Investment Specialist at Brown Advisory, where he focuses on Large Cap Sustainable Growth. His career is centered on ESG and impact investing, with previous specialist roles at Trillium Asset Management. He holds certificates in Impact Investing and Financial Management.

He co-developed the Scalable Energy Access Loan (SEAL) pilot, a working capital instrument designed to finance renewable energy projects in emerging markets across Africa and South Asia.

Personality Overview

Critic

Negotiator

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Sustainable Growth
His current role as a Partner and Investment Specialist is focused on Large Cap Sustainable Growth, indicating this is his core professional expertise.
Impact Investing
Holds a Certificate in Impact Investing and has practical experience developing financing instruments for renewable energy projects in emerging markets.
ESG Strategy
Previously worked as an ESG Investment Strategy Specialist at Trillium Asset Management, demonstrating a long-standing focus on this area.

Media Appearances

Tom has no verified media appearances

Work History

7-2025
Partner | Investment Specialist - Large Cap Sustainable Growth at Brown Advisory
5-2022 - 7-2025
Investment Specialist - Large Cap Sustainable Growth at Brown Advisory
1-2018 - 5-2022
ESG Investment Strategy Specialist & Relationship Manager at Trillium Asset Management
3-2016 - 1-2018
Regional Sales Consultant at Trillium Asset Management
2015 - 2016
Financial Research Associate at Boma Investments LLC

Education

2015 - 2015
Certificate in Impact Investing and Social Enterprise Management from Middlebury Institute of International Studies at Monterey
2014 - 2014
Certificate in Financial Management from Cornell University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Boston, Massachusetts, United States Job Level : Junior Designation : Partner | Investment Specialist - Large Cap Sustainable Growth at Brown Advisory
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Tom

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Tom take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Tom

Personality Compatibility


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