Senior Investment Specialist
Tom Nowariak is a Senior Investment Specialist at Carlson Capital Management. As part of the investment team, Tom is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, making recommendations for portfolios when out of alignment with models, reviewing daily cash positions, and placing trades through the custodial trading platform. Tom is also responsible for key activities that support the firm’s data management and custodial relationships.
Tom is a graduate of the University of Minnesota-Duluth where he graduated summa cum laude with a degree in Financial Markets - Finance. While studying at UMD, Tom was a participant in the Labovitz School of Business and Economics’ Financial Markets Program which was responsible for managing an investment portfolio worth over $1 million. He also gained industry experience through an internship with a large advisory firm in the Twin Cities. In his free time, Tom enjoys playing hockey, spending time with family and friends at the cabin, and fishing the many lakes in Minnesota. Tom grew up in Eagan and now lives in Bloomington, Minnesota.
Albert Einstein once said, “The important thing is to not stop questioning. Curiosity has its own reason for existing.” This quote has always stayed with me and has been a catalyst for my firm belief that success is a function of curiosity. I have never been one to shy away from asking questions and have found that this particular mindset has encouraged me to keep an open mind while striving to learn new things.
Likewise at CCM, in order to make the best decisions for our clients, it is important that we all continue to learn, develop, and grow in both our knowledge and our curiosity every day. As our clients’ lives and their financial situations change, our knowledge and expertise so too expand in order to best serve our clients.
The CCM Investment Team regularly posts articles of interest including investment insights, recommended reading on timely topics, and articles on portfolio management which you can find here.