Tom Phan CFA®
VP Investment Strategy
Tom is a member of the Investment Research Team (IRT), where he performs modeling and analysis to research various investments. Tom uses his experience to provide the IRT with plan lineup reviews and fund manager recommendations. In doing this, Tom helps the IRT plan sponsor clients provide a mix of investment options to help them pursue their long-term goals.
After graduating from the University of Minnesota with a degree in finance and economics, Tom started his career in the financial services industry at Ameriprise Financial. Tom is a CFA® charterholder.
