Tom Kaiser, CFA
Tom is a portfolio manager and research analyst for Innovative Portfolios, where he assists with asset allocation and selection for the company’s investment portfolios. He also serves in these same roles for an affiliated investment advisory firm in Indianapolis, Indiana. Prior to joining Innovative Portfolios, Tom served as an Investment Research Analyst for 40 | 86 Advisors in Carmel, Indiana, covering fixed income investments across the credit spectrum. Additional experience includes five years with Fitch Ratings, Inc., in Chicago, Illinois, in Asset-Backed Securities (ABS) and a year in operations at Northern Trust Corporation, also in Chicago.
Having graduated from Indiana University in Bloomington, Indiana, with a degree in finance, he received his Chartered Financial Analyst designation (CFA) in 2015.
Tom resides in Westfield, Indiana, with his wife and their two young boys. He enjoys traveling, especially to visit family, and spending time outdoors, running, and cooking.