Tom Kaiser, CFA

Tom Kaiser is a portfolio manager and research analyst at Innovative Portfolios. As a Portfolio Manager for Dividend Performers, he helps manage the quantitative selection, asset allocation, and cash usage. He also manages the firm’s research process and computerized screening, and identifies potential buy/sell recommendations for the firm’s separately managed accounts. Additionally, he provides portfolio analytics, performance evaluation, and market commentary for Dividend Performers and the firm’s various strategies. Tom handles similar roles for an affiliated investment advisory firm.

Prior to joining Innovative Portfolios, Tom spent four years as an Investment Research Analyst at 40|86 Advisors in Carmel, Indiana, managing over a billion dollars in fixed income securities across the credit spectrum of investment grade, high-yield, and leverage loans. Other experience includes five years with Fitch Ratings, Inc. in Chicago, Illinois, as a credit rating analyst covering Asset-Backed Securities (ABS) and a year in operations at Northern Trust in Chicago.

Tom graduated from Indiana University’s Kelley School of Business with degrees in finance, business economics, and public policy analysis. In 2015, he obtained his Chartered Financial Analyst designation and is currently a committee member for the local Indianapolis CFA Society.

Tom resides in Westfield, Indiana, with his wife and their three children. He enjoys traveling, especially to visit family, spending time outdoors, running, and cooking.