Tom Dorsky, CFA®, currently serves as the Head of FNZ Trust Company and Board Director at FNZ Group, where responsibilities include driving strategic vision, financial performance, and sustainable business growth. Prior to this role, Tom Dorsky held several leadership positions at Charles Schwab, including Managing Director of the Wealth Strategies Group and Income Solutions, and Managing Director of Schwab Investment Advisory Risk Management, focusing on high-net-worth clients and operational risk management. Tom Dorsky also served as Chief Operating Officer at ThomasPartners Investment Management and Covestor, and held key operational roles at Thomson Reuters. Educationally, Tom Dorsky earned a Bachelor of Science in Finance from Bentley University and completed executive coursework at The University of Chicago Booth School of Business.
This person is not in the org chart
This person is not in any teams
This person is not in any offices