Tom develops and maintains relationships with intermediaries that distribute investment vehicles and represents Wakefield at industry events.
Tom meets with the investment team regularly to discuss market and security movement and communicate distribution channel needs, concerns and market trends.
Joined Wakefield in June 2017.
Tom has worked in investment management since 1998. Prior to joining Wakefield, Tom was the Manager of National Accounts at Victory Capital. His previous positions at Victory Capital include Principal, Operating Committee and Sales Desk Manager. Prior to that he was a Regional Consultant with Envestnet.
B.S. Accounting, Iowa State University
MBA in Finance from University of Denver – Daniels College of Business.
Tom is active in the community as a volunteer for numerous charities and helps coach his sons youth sports teams.