Team Member Profile
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 firm’s Management Team, Tom works closely with the President and the Board on the development and execution 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, have a grown son, daughter-in-law, and two granddaughters. The Pesek family enjoys living in Excelsior, Minnesota and when they can get away, they love spending time in Florida in the winter months.
My wife, Maureen, and I are blessed to live within two miles of our son, daughter-in-law, and our young granddaughters. This opportunity, these relationships, and the experiences we’ve been able to have together, whether traveling to warmer climates or simple dinners on the deck, have reinforced for my wife and I how much joy comes for us when spending our resources in this way. In the CCM Wealth Equation this is the A1 bucket—that is, making intentional decisions to spend resources on experiences with, or gifting to, our heirs during our lifetime. Using resources we have accumulated to share time and experiences with them is the joy of my life. It’s rewarding for me to think about how our team at CCM helps our clients realize this same goal.