Tom Russell Cpfa

Tom Russell, CPFA has over 10 years of experience in the financial industry. Tom most recently served as the Director of Fixed Income at Narwhal Capital Management since October 2018. Prior to that, they worked as the Director of Corporate and Municipal Trading at PeachCap from September 2017 to October 2018. Tom also worked as an Asset Manager at Buckhead Wealth Management from August 2013 to September 2017. Tom additionally served as an Associate Vice President - Fixed Income Trading and an Investment Associate at YieldQuest Securities from March 2013 to August 2013 and from February 2011 to February 2013, respectively. Before that, they worked as a Senior Associate at Alterna Advisors from August 2010 to January 2011. Tom began their career as a Financial Consultant at AXA Advisors from July 2009 to February 2010. Tom also worked as an Investment Associate at SunTrust Investment Services from October 2007 to May 2009.

Tom Russell, CPFA, holds a degree in Finance from Kennesaw State University. Tom attended the university from 2006 to 2009, focusing their studies on Economics, Investment Strategy, and Asset Allocation. Prior to their time at Kennesaw State University, Tom Russell briefly attended the University of Tennessee, Knoxville in 2004 and 2005, but did not obtain a degree or specialize in any field of study during that time.

In addition to their educational background, Tom Russell has also obtained various certifications. Tom achieved the designation of Certified Fiduciary Plan Advisor (CPFA) from the National Association of Plan Advisors in September 2020. Furthermore, they have completed the Series 66, Uniform Combined State Law Examination, and the Series 7, General Securities Representative Examination, both of which were granted by the Financial Industry Regulatory Authority (FINRA) in December 2009 and October 2009, respectively.