Tom Lewandowski

Principal, Firm Strategy and Planning at Edward Jones

Tom Lewandowski, CFA CPA, has an extensive work experience that spans over several prominent companies. Tom began their career as an Audit Senior at Deloitte & Touche, LLP in 2004, where they led teams and performed detailed testing and analytical review of financial statement accounts for various clients. Tom then joined FTI Consulting, Inc in 2007 as a Senior Consultant, specializing in asset-based loan due diligence for clients such as Deutsche Bank, Citibank, and JP Morgan Chase. In this role, they developed productive relationships with executive teams and communicated results through formal reports. Finally, in 2008, Tom joined Edward Jones, starting as a Senior Financial Services Analyst and progressing to Director of Competitive Insights - Firm Analytics. At Edward Jones, they conducted fundamental analysis on equities in the financial services sector, provided recommendations to licensed brokers, and designed a development program for Associate Analysts. Throughout their career, Tom has demonstrated expertise in financial analysis, reporting, and developing productive relationships with clients and teams.

Tom Lewandowski, CFA, CPA completed their Bachelor of Science degree in Business Administration with a focus on Accounting & Finance at Creighton University in 2004. Tom later pursued a Masters of Business Administration (MBA) from The University of Chicago Booth School of Business, graduating in 2015. Additionally, Tom holds the Chartered Financial Analyst (CFA) certification and is a Licensed Certified Public Accountant (CPA).



  • Principal, Firm Strategy and Planning

    Current role

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