Tom Wyckoff, CFA®, CFP®

Tom Wyckoff, CFA®, CFP®, is a portfolio manager, responsible for research and due diligence on investment opportunities for the firm’s Managed Portfolios Strategies program. Additionally, Tom helps design custom asset allocation strategies for clients based on an individual client’s unique goals and investment objectives.

Prior to joining the investment team, Tom worked as the senior analyst for a 1940 Act Fund focusing on illiquid securities. He also spent time working as a financial planner and an accountant.