As partner/co-founder and chief investment officer, Tom is highly focused on both helping to manage Bearing Point Capital and also lead the firm's investment efforts. Tom leads the investment committee, which is responsible for designing 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®) charterholder, 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 childrens’ teams over time. He also 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.
Under Tom's leadership, Bearing Point is excited about the future, offering innovative and customized investment solutions for each of our families.
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