Thomas Raymond, CFA: Director, Asset Management, Abbot Downing – Wells Fargo

Tom Raymond is a director of investments for Abbot Downing.  He is responsible for asset allocation and manager analysis. Tom works closely with clients to develop customized portfolios that meet their unique objectives. He is also a voting member of the Abbot Downing Asset Allocation Committee.

Tom joined Calibre, a legacy organization to Abbot Downing, in 2006 from Wilmington Trust Investment Management where he was an investment officer serving as the primary investment liaison for clients helping to construct and analyze portfolios.

Tom graduated from Drexel University’s MBA program with honors (Beta Gamma Sigma). Additionally, he is a holder of the right to use the Chartered Financial Analyst® designation. He received a Bachelor of Science degree from Pennsylvania State University, University Park Campus. Tom also has a Masters of Taxation from Villanova University.

Tom has served as a macroeconomics instructor at Warren County Community College in New Jersey, along with guest lecturing at Temple University, Drexel University, and Penn State University.  He has been published and/or quoted in the Pennsylvania CPA Journal,  Philadelphia Inquirer, Philadelphia Estate Planning Council, and The Wall Street Journal on a broad array of topics including hedge funds, investor turnover, and water investments.

Tom is a member of the St. Anastasia’s (Newtown Square, PA) finance council and participates in the Penn State Alumni Admissions Volunteer Program and the school’s Smeal College Mentoring Program.  Tom is also active with his high school, Archmere Academy (Claymont, DE).

Tom is also author of the book The Eloquent Investor, which is available on Amazon.

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