Tom Crecelius, MBA, Investment Counselor

Tom joined the Firm in the fall of 2019 after spending six years at the Capital Group Companies and earning his MBA from UCLA.  During Tom’s career, he has had broad experience in asset management including portfolio design and construction, trading, applied quantitative finance, equity and fixed income research, and client account management.

Tom earned a Bachelor of Science in International Political Economy from Georgetown University’s School of Foreign Service and holds an MBA with a specialization in Finance from UCLA’s Anderson School of Management.