Thomas Lowe, CFA, specializes in investment management for retirement and college savings programs. They have held significant roles at Fidelity Investments, including Head of Intermediary Analysis and VP of Portfolio and Consulting Services, where they excelled in client relationship management and investment analysis. Currently, Thomas serves as the Head of Investment Management at Ascensus, overseeing $9 billion in plan assets and leading the investment research function. They are also pursuing a Master’s degree in Finance at Bentley University while holding a Bachelor of Arts in Accounting from Syracuse University.
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