Thomas S. Kim, CFA

Managing Partner and Chief Investment Officer

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Tom is the firm’s Chief Investment Officer. A Managing Partner, he has a 25-year background in the investment management and financial services industry. Most recently, he served as a Senior Vice President and Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Prior to joining U.S. Trust, Tom was a Vice President and Portfolio Manager at M&T Investment Group, an Equity Analyst and Portfolio Manager at Bank of New York Asset Management, and an Equity Analyst for J.P. Morgan Chase Securities. Tom earned his M.B.A. at the Georgetown University McDonough School of Business and his B.A. in Economics from the University of Maryland. He is a Chartered Financial Analyst (CFA) Charter Holder and a member of the CFA Society of Washington.

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