Tom Wald, Cfa
About Tom Wald, Cfa
Tom Wald is the Chief Investment Officer at Transamerica Individual Savings & Retirement, where he has worked since 2014. He has over 30 years of experience in investment management and holds an MBA from the Wharton School of the University of Pennsylvania.
Work at Transamerica
Tom Wald serves as the Chief Investment Officer at Transamerica Individual Savings & Retirement. He has held this position since 2014, contributing to the organization for a decade. In this role, he has been involved in strategic investment decisions that align with the long-term financial goals of clients. His expertise encompasses managing both equity and fixed income portfolios, which supports the firm's commitment to enhancing client outcomes through effective investment strategies.
Education and Expertise
Tom Wald studied at the University of Pennsylvania's Wharton School, where he earned an MBA in Finance from 1986 to 1988. Prior to this, he completed a Bachelor of Arts in Political Science at Tulane University from 1979 to 1983. He has been a Chartered Financial Analyst (CFA) since before joining Transamerica, which underscores his expertise in investment management. With over 30 years of experience in the industry, he has developed a strong background in enhancing investment strategies.
Background
Tom Wald has a diverse professional background in investment management. He began his career as an Equity Analyst at Munder Capital Management from 1994 to 1996. He later served as a Mutual Fund Manager at the same firm from 2005 to 2008. His experience also includes a role as a Global Partner and Mutual Fund Manager at Invesco Ltd. from 1997 to 2004. Additionally, he worked as Vice President and Client Portfolio Manager at Curian Capital from 2012 to 2014, further enriching his expertise in the field.
Achievements
Throughout his career, Tom Wald has demonstrated a track record of enhancing investment strategies to improve client outcomes. His involvement in strategic investment decisions at Transamerica has been pivotal in aligning client portfolios with their long-term financial goals. His extensive experience in managing both equity and fixed income portfolios has contributed to his reputation in the investment management industry.