Morningstar
Thomas Mahn, CFA, is a seasoned finance professional with extensive experience in investment analysis, sales, and consulting. Currently serving as a Direct Sales Specialist at Morningstar since March 2024, Thomas specializes in asset and wealth management solutions for clients in Switzerland and Liechtenstein. As a Co-Founder of both Zeugnis GPT and Dein ImmoCenter, Thomas has demonstrated entrepreneurial skills while enhancing employment documentation and providing real estate auction insights across Germany, Austria, and Switzerland. Prior roles include Associate Director at Vontobel, where Thomas focused on Request for Proposals and investment content creation, as well as Manager of EMEA Investment Analysis at Invesco. With an academic background in International Finance, holding both a Master's and Bachelor's degree from The Berlin School of Economics and Law, and a CFA designation, Thomas combines strong analytical capabilities with profound industry knowledge.
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