Tom Powell

Tom Powell, CFA has a diverse work experience spanning multiple companies. Tom began their career at State Street, where they worked as a Fund Accountant specializing in income. Afterward, they joined Daintree Advisors LLC as an Investment Associate, followed by a promotion to the role of Portfolio Manager. Tom then transitioned to Goldman Sachs as a Global Investment Research Summer Associate before joining Affiliated Managers Group. At Affiliated Managers Group, they started as a Senior Associate in Affiliate Engagement and later advanced to the position of Vice President.

Tom Powell, CFA holds a Bachelor of Science (BS) degree in Economics & Finance from Bentley University, which they obtained from 2006 to 2010. Tom then pursued a Master of Business Administration (M.B.A.) degree from the Yale School of Management, graduating from 2016 to 2018. In 2014, they obtained the Chartered Financial Analyst (CFA) charterholder certification from the CFA Institute.