Professional Directory

Tom Anderson, CFA®

Executive Vice President Chief Investment Officer Private Client Group Wealth Management & Trust New England
Thomas Anderson

Tom Anderson serves as the firm’s Chief Investment Officer, managing the portfolio management team to ensure that they are delivering high-quality investment strategies and solutions to the firm’s clients. He is responsible for setting the overall investment policy and directing investment strategy, research, portfolio management, trading, asset allocation and investment risk management functions. He is a member of the Boston Private Wealth’s executive team and serves on Boston Private Wealth’s Investment Policy Committee and Boston Private Bank & Trust Company’s Policy Group.

Prior to his current role, Mr. Anderson served as Chief Investment Officer at Boston Private Bank & Trust Company. In that role, he managed the Bank’s equity and fixed income teams and was Chairman of the Bank’s Investment Policy Committee.

Mr. Anderson has been a member of the financial services community since 1990. Immediately prior to joining Boston Private Bank & Trust Company, he was the head of a global strategy and research for the ETF business at State Street Global Advisors.  Additionally, Mr. Anderson led the investment team for the Charitable Asset Management group at State Street Global Advisors, with responsibility for setting asset allocation strategy and managing charitable-gift portfolios for the firm’s planned giving business.

Mr. Anderson is a graduate of Colgate University in Hamilton, New York, where he received a Bachelor of Arts degree. He also earned a Master of Business Administration from Boston College. He holds the Chartered Financial Analyst® designation and is a member of CFA® Institute and the Boston Securities Analysts Society.

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