Tom’s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction, Tom is heavily involved in analyzing portfolios, developing investment portfolio strategies and identifying appropriate sectors and securities. The ultimate goal of this activity is to optimize investment portfolio performance at the credit union level. In total, Tom has more than 32 years of combined success in fixed income analysis, trading and portfolio risk management. He has a proven track record of delivering superior investment performance across domestic and international fixed income funds.
Prior to joining Balance Sheet Solutions, Tom was a Senior Vice President and Principal of Van Kampen Investments, a wholly-owned subsidiary of Morgan Stanley. In this role, he managed their Quantitative Risk Management department. He also oversaw the development and implementation of portfolio strategies and risk processes across a diverse family of fixed income funds (approximately $25 billion in assets). Also, as a Senior Fixed Income Portfolio Manager, Tom was responsible for successfully developing and managing various global fixed income funds, as well as managing one of the largest mortgage security funds in the country. Before Van Kampen, Tom served as Director of Fixed Income Investments at Midwest Financial Group, and as a Senior Portfolio Manager at Harris Trust.
Tom holds a B.S. in Business Administration from the University of Maine. In addition, he holds a Series 7 and 63 through ISI.
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