Tom is Senior Director, Institutional Relationships at CIE.
His role encompasses fund manager research, industry analysis, development of forum agendas and liaising with superannuation industry practitioners, asset consultants and global thought leaders. In addition, Tom manages relationships within the Australian superannuation and global pension fund entities and representatives of the fund management industry.
Tom has demonstrated experience within the financial services industry within the areas of research, strategy, portfolio management and quantitative and qualitative analysis.
Prior to joining CIE, Tom was Senior Research Analyst at IOOF where he was responsible for investment research, selecting investment managers, asset allocation and portfolio construction. In addition, he was involved in the review and management of the platform business including risk management and consulted for both aligned and external dealers groups.
Tom holds a Masters of Applied Finance and Investment and a Graduate Diploma of Applied Finance and Investment majoring in both Investment Management and Wealth Management from FINSIA and is a Fellow member.