Tom Cahill is the firm’s primary portfolio strategist. In addition to managing client portfolios, he chairs the investment committee, oversees the research effort, and produces proprietary research for the firm. He works closely with the other portfolio managers in order to determine appropriate asset allocations, implement risk control measures and identify high quality investment solutions.
An industry veteran, he began his career in investment management in 1994. Prior to joining Ventura Wealth Management, he held positions as a financial analyst and portfolio manager with portfolio management teams at Prudential Securities and Salomon Smith Barney.
Tom earned a Bachelor of Arts degree in economics from Rutgers University with a specialization in monetary and financial economics. He is a holder of both the Chartered Financial Analyst® and the Chartered Market Technician® designations. Tom also holds the Series 7, 63, and 65 licenses. He is a member of the CFA Institute, The New York Society of Securities Analysts and the Market Technicians Association. He also has been quoted in various financial publications including Investor’s Business Daily, Investment News, and MainStreet.com.