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Thomas Whitehead

Investment Advisor Representative

As a Chartered Financial Analyst (CFA®) with over a decade of experience in the financial services industry, Tom brings a deep knowledge of investment analysis, portfolio management, and capital market function.

Tom graduated cum laude from the Goizueta Business School at Emory University with concentrations in Finance and International Business. Tom holds the CFA® charter, the highest distinction in the investment management profession demonstrating a strong understanding of advanced investment analysis and portfolio management skills.

Previously, Tom managed money for institutional investors in Los Angeles at NWQ Investment Management, an affiliate of Nuveen Investments, investing across a variety of industries and geographies. He also spent nearly half a decade as an equity research analyst at Morgan Stanley in New York City, publishing research and investment opinions on companies in the Financial Services industry. It was during this time that he gained valuable insight about investment products and services available to investors.

In his free time, Tom enjoys traveling, surfing, playing golf, reading, and spending time with his wife Chase and his daughter Willow.

Thomas Whitehead
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