Thomas H. Freeman, CIMA®, CPWA®
Managing Director, Family Office Consultant, Senior PIM Portfolio Manager, Certified Investment Management Analyst®
About
Tom founded FCS Private Wealth Management and FCS Family Office, an 18-person team managing approximately $1.7 billion in assets (as of 7/2022). He focuses on providing investment planning/financial advisory and wealth management services to ultra high net worth individuals, families and institutions throughout the United States. Tom was named a Forbes Best-in-State Wealth Advisor in 2022 and a Barron's Top 1,200 State By State Advisor 2022.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Barron's Top 1,200 State By State Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Experience
UBS 2002 -2020
Merrill Lynch, 1989 – 2002
CNBC commentator
Education
Harvard Business School, Executive Education – HBS eMBA alternative, Program for Leadership Development, 2017-18
Certified Investment Management Analyst Program, The Wharton School, 2014
B.A., History and Business, University of Notre Dame, 1987
IMCA Certified Private Wealth Advisor, 2008
Harvard Business School / Private Equity and Venture Capital, 2015
Master of Business Security Analysis, University of Notre Dame, 1989
Accomplishments
Periodic Guest Commentator on CNBC
Completed 12 Marathons including the original Greek Marathon
Registration
Thomas H. Freeman California license number 0E24431
