Thomas Freeman CIMA®, CPWA®

Experience

UBS Family Office Consultant 2002 -2020
Merrill Lynch, 1989 – 2002
CNBC commentator

Education

Harvard Business School, Executive Education - HBS eMBA alternative, Program for Leadership Development, 2017-18
Harvard Business School / Private Equity and Venture Capital, 2015
Certified Investment Management Analyst Program, The Wharton School, 2014
IMCA Certified Private Wealth Advisor, 2008
Master of Business Security Analysis, University of Notre Dame, 1989
B.A., History and Business, University of Notre Dame, 1987

Accomplishments

Periodic Guest Commentator on CNBC
Completed 12 Marathons including the original Greek Marathon

Registration

Thomas H. Freeman California Insurance License Number 0E24431 Resident State KS

About Thomas

Tom founded FCS Private Wealth Management and FCS Family Office, a 20-person team managing approximately $3 billion in assets (as of 12/2025). 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 2023, and a Barron’s Top 1,200 State By State Advisor 2022. FCS was recognized as a Forbes Top Wealth Management Team, Private Wealth in 2022, 2023, 2024 and 2025.

*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022, Data compiled by SHOOK Research LLC based on the time period from 6/30/20–6/30/21. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com) 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. 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 is based solely on the disclosed criteria.

*2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020–Sept 2021. 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 is based solely on the disclosed criteria.

*2022 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22. 2023 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22–3/31/23. 2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23–3/31/24. 2025 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24–3/31/25 (Source: Forbes.com).

The Forbes Top Wealth Management Teams Private Wealth 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. 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 is based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though they may have accounts with lower amounts.

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