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taxes and market volatility, and
Sept. 13 & 27
Money Matters Review
Senior Investment Analyst, Chief Compliance Officer
Capital Market Consultants, Inc. (CMC)
Tom serves as Senior Investment Analyst and Chief Compliance Officer at CMC. Tom’s primary responsibilities include investment manager research, portfolio modeling and asset allocation guidance among other services for institutional clients. Tom is also responsible for producing a number of the firm’s frequently updated research reports, which are distributed to advisors for use in their practices.
Tom has worked in financial services for more than twenty-two years. He brings a broad range of investment related experiences and skills to the firm. Prior to becoming part of the investment side of the financial business, Tom had ten years of experience in securities and advisory compliance.
Tom earned a B.A. in Economics from the University of Wisconsin-Green Bay in 1990 and an M.B.A. from the University of Wisconsin-Milwaukee in 1993. Additionally, he completed the Investment Management Certificate Program (IMCP) at the University of Wisconsin-Milwaukee, and has earned the designation of Chartered Financial Analyst (CFA).
Disclosure: Calibre Investment Management, LLC is a registered investment adviser. Calibre Investment Management, LLC and Capital Market Consultants, Inc. (CMC) are independent of each other. Calibre compensates CMC as a third party advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Calibre Investment Management, LLC does not provide tax or accounting advice. Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
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