Thomas S. Kim, CFA

Managing Partner and Chief Investment Officer

Tom is the firm’s Chief Investment Officer. A Managing Partner, he has over 25 years of experience in the investment management and financial services industry. From 2005 to 2011, he served as a Senior Vice President and Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Tom has also served as a Portfolio Manager at Wilmington Trust and Bank of New York Asset Management as well as an Equity Analyst at 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.