Tom’s 40-year career has provided him with a broad investment background and in-depth experience in the management of fixed income and equity portfolios for mutual funds, pension funds, endowments and foundations, and high-net-worth individuals and families. In that connection, he has worked closely with clients ranging from directors and trustees for institutional portfolios to individuals and families including their other advisors. In his capacity as a fixed income manager, in particular, his focus has been directed toward macro-economic, monetary, and sector research as major influences on the capital markets. Prior to joining Excalibur in 2000, Tom spent nearly twenty years at Keysto