Prior to his current role, Tom was the Chief Market Strategist and Director of Asset Allocation at the Firm. Based in Cleveland, Ohio, Tom earned Bachelors degrees in Chemistry and Economics from Miami University and an MBA from the University of Chicago. He also has earned his Chartered Financial Analyst (CFA) professional designation.
Monday Apr 20, 2026
9:00 AM - 10:30 AM CDT
Tuesday, April 20, 2026
9:00 to 10:30 AM
Embassy Suites Hotel – Chicago North Shore, 1445 Lake Cook Rd., Deerfield, IL
$40 per person
Laura Coyle 847-446-4451
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