Thomas Hagstrom, CFA, is a seasoned professional in financial planning, asset and wealth management, and trust advice. They currently serve as the Vice President and Director of Business Development at Appleton Partners, focusing on Wealth Management and Estate Planning. With a robust background that includes leadership roles at Charles Schwab, RBS Greenwich Capital, and Lehman Brothers, Thomas has demonstrated expertise in managing client portfolios and supporting sales efforts. Their early career in the U.S. Army shaped their commitment to integrity and teamwork, complementing their extensive experience on Wall Street. Thomas continues to enhance their knowledge in finance as a student at The University of Chicago Booth School of Business.
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