As Director of Finance, Tom’s responsibilities at Carlson Capital Management include the development, communication and execution of the firm’s corporate financial planning function—from strategic to day-to-day tactical processes. In this role, Tom oversees internal accounting and budgeting processes and reporting, corporate tax management, vendor management and financial technology. He also manages all regulatory compliance processes for CCM, 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.