Tom Abbatacola

Tom Abbatacola is currently a Relationship Manager for National Accounts at Polen Capital. Prior to this, they were with Invesco Ltd. from June 2005 to May 2019, where they were a Senior Director for Financial Advisor Platforms. In this role, Tom was responsible for aligning Invesco capabilities with strategic priorities at client firms to uncover new opportunities to strengthen partnerships. Tom also led planning, execution and communication of customized client engagement strategies for key accounts combining for over $11 billion in assets with Invesco.

Tom has over 14 years of experience in the financial industry and is a trusted advisor for many of their clients. Tom has a deep understanding of the financial markets and is always looking for ways to help their clients grow their businesses.

Tom Abbatacola's educational career includes an Executive MBA in Finance and Economics from Northwestern University - Kellogg School of Management, a Bachelor of Arts in Finance and Economics from University of Illinois Urbana-Champaign, and certification from the Investments & Wealth Institute as a Certified Investment Management Analyst (CIMA) and from FINRA (Financial Industry Regulatory Authority) in Series 66 and Series 7.

Tom Abbatacola reports to Taneka Lawrence, Senior Relationship Manager, National Accounts. Tom Abbatacola works with Megan Flaherty - Relationship Associate, Institutional Relations, Steven Cassens - Relationship Associate, Advisor Relations, and Gemma Bready - Relationship Associate, Advisor Relations.