As partner/co-founder and chief investment officer, Tom leads the firm’s investment efforts while managing the business. As head of the investment committee, he is responsible for guiding the firm’s investment approach, asset allocation, investment strategies, due diligence, risk management, and trading.
Tom offers nearly 25 years in the industry, is a Chartered Financial Analyst® (CFA®) charter holder, and an active member of the CFA Institute and CFA Society of Minnesota. Early in his career, Tom held various roles including equity analyst at a major US bank. In 2005, Tom transitioned to a role as a lead portfolio manager, creating and implementing custom investment strategies for high-net-worth families. Since 2015, Tom has also been responsible for leading the team’s investment strategy decisions. Tom earned his B.S. in Finance from Gustavus Adolphus.
Tom has spent many years as a volunteer in local youth athletics and has coached a number of his children’s teams over time. He loves a good game of golf, admits to being a Green Bay Packers fan and when not watching the market or reading research — can usually be found participating in an outdoor adventure of some sort.
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