Tom Anichini

Tom Anichini has extensive experience in the investment and wealth management industry. Tom began their career in 1996 as a Principal and Manager Researcher at Mercer Investment Consulting, Inc, where they worked until 1999. Tom then joined Westpeak Global Advisors as a VP and Portfolio Manager from 1999 to 2005. Following that, they served as a Partner and Director of Portfolio Management at Freeman Investment Management from 2005 to 2010. In 2011, they worked as an Independent Wealth Consultant, advising C-suite executives on software, asset allocation, and investment decision-making. Later in 2011, they became the Chief Investment Strategist at GuidedChoice.

Tom Anichini holds an MBA with a finance concentration from the University of Chicago's Graduate School of Business. they also earned a Bachelor of Science degree in Mathematics with a focus on Actuarial Science from the University of Illinois Urbana. Additionally, they possess several certifications, including Certified Financial PlannerTM (CFP®) from the College for Financial Planning, a Johns Hopkins University Data Science Specialization from Coursera Verified Certificates, and the Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute. Tom is also an Associate of the Society of Actuaries, which they retired from in December 1988.