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  Capital Link Forum

Tom Anderson, CFA
Vice President, State Street Global Advisors & Head of Strategy and Research, Intermediary Business Group




Tom is a Vice President of State Street Global Advisors and Head of the Strategy and Research Group for the Intermediary Business Group. He is responsible for developing research content for the ETF marketplace, as well as developing and maintaining key relationships within the research, investment and intermediary communities.

Prior to joining the Intermediary Business Group, Tom was Portfolio Manager and Investment Team Leader in the firm's Charitable Asset Management Group. In this capacity, he was responsible for setting asset allocation strategy and managing charitable-gift portfolios for all CAM customers. Tom served on the CAM Investment and Annual Account Review Committees. Prior to this role, Tom was a portfolio manager in the firm's Private Asset Management division, delivering wealth management services to high-net worth investors.

Prior to joining State Street in 1998, Tom worked at Funds Distributors Inc, State Street Research, Keystone Funds, and Liberty Mutual Insurance. Collectively, he holds 18 years of financial services and marketing experience.

Tom earned a Bachelor's degree from Colgate University and a Master's in Business Administration from Boston College. He earned the Chartered Financial Analyst designation and is a member of CFA Institute and the Boston Securities Analysts Society.







 

 

 

 




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