Tom Kaiser

Tom Kaiser, CFA, CPA, serves as a Portfolio Manager at Allworth Financial and Innovative Portfolios, with leadership experience as President of the CFA Society Indianapolis. With a career spanning over a decade, Tom has previously held positions such as Research Analyst at Sheaff Brock Investment Advisors and Investment Research Analyst at 40|86 Advisors. At Fitch Ratings, Tom advanced to Associate Director, overseeing credit analysis in asset-backed securities across various industries. Earlier roles include Alternative Investments Securities Technician at Northern Trust and Tax Intern at Cray, Kaiser Ltd. Tom holds a Bachelor of Science in Business with concentrations in Finance, Economic Consulting, and Public Policy Analysis from Indiana University - Kelley School of Business.