Chief Administrative Officer
As Chief Administrative Officer at Carlson Capital Management, Tom leads the firm's strategic and tactical activities related to functional administrative areas such as finance, compliance, legal, technology and operations. In addition, as a member of the senior management team, Tom works closely with the President and the Board on the development of the firm's annual and long-term strategic plans. In his dual role as Chief Financial Officer, Tom is responsible for the development, communication and execution of the firm’s corporate financial planning function. He oversees internal accounting and budgeting processes and reporting, corporate tax management, vendor management and financial technology. Tom also manages all regulatory compliance processes for CCM and leads the Risk Management Committee, partnering with the Chief Compliance Officer.
Tom brought more than 35 years of experience in the financial services industry to his position at CCM. He served more than twenty years in the roles of chief financial officer and president of a Twin Cities based multi-state, multi-industry holding company. His professional experience includes all aspects of strategic, general and financial management as well as substantial experience with mergers and acquisitions.
Tom grew up in the Twin Cities and graduated from the University of St. Thomas with a Bachelor's degree in Business. He went on to earn his MBA in Finance from the University of Minnesota. Tom's involvement in the community has included school board service, coaching, and sitting on numerous non-profit boards including a large land trust in Western Wisconsin. Tom and his wife, Maureen, raised their son in New Brighton, Minnesota, where they now reside.