Tom is the Chief Investment Officer for MainStreet Advisors. In this role, he manages MainStreet’s team of Investment Analysts and is responsible for directing and coordinating the firm’s strategic asset allocation, portfolio construction and security selection processes. He oversees MainStreet’s third-party manager due diligence, evaluation, and monitoring efforts. Tom also directs content creation for all of MainStreet’s proprietary investment publications. Tom is Chair of MainStreet’s Investment Committee, Chair of MainStreet’s Equity Committee and manages the firm’s Large Blend model portfolio. He joined MainStreet Advisors in 2016. Prior to joining MainStreet, Tom spent over eight years with MB Financial Bank serving in various roles including Head of Investment Research and portfolio manager. Tom received his bachelor’s degree from Colgate University with a concentration in International Relations. Additionally, he holds the Chartered Financial Analyst® designation and is a member of both the CFA Institute and the CFA Society Chicago.
Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.
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NEW INQUIRIESThe current list of speaking topics includes:
-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom
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