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, a 17-person team managing approximately $1.7 billion in assets (as of 6/2021). He focuses on providing wealth management services to ultra high net worth individuals, families and institutions throughout the United States. Tom was named a Forbes Best-in-State 2019, Financial Times 400 Top Financial Advisors* 2019 and 2016 Barron's top 1,200 Advisors*.
Sports fans may remember Tom from his days as an offensive lineman for The Fighting Irish of Notre Dame or the Kansas City Chiefs. While his football days are over, he remains a dedicated athlete and has run 12 marathons (including the original Greek Marathon), completed the Swim From Alcatraz and reached the summits of Mount Kilimanjaro and Mount Rainier. Happily married since 1988, he’s the proud father of two Eagle Scouts and he enjoys reading, being with family and investing in his spare time.
The Forbes Best-in-State Wealth Advisor ranking algorithm is based on 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 ranking. Investment Performance is not a criterion.
*The Financial Times 400 Top Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
*The Barron's Top 1,200 Advisors rankings are based on 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.
Experience
As managing director, Tom leads the direction of FCS. And, with years of dedicated experience, he specializes in providing wealth management services to ultra-high net worth individuals, families and institutions throughout the United States.
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
