Thomas Van Spankeren, CFA®, CFP®

Tom is a Principal at RISE, serving as Chief Investment Officer and co-chair of the firm's Investment Committee. In this role, Tom is responsible for the firm's investment research, asset allocation framework, portfolio construction, security/manager selection, and ongoing due diligence process.

In addition, Tom serves as a Wealth Advisor offering financial planning that encompasses a goals-based approach for each of his clients. As a Wealth Advisor, Tom takes a holistic approach to focus on all key components of financial planning including cash flow planning, tax efficiency, risk management, and investment planning.

Prior to joining RISE, Tom spent seven years at Bank of America Private Bank (formerly U.S. Trust), most recently as a Portfolio Manager. In that role, Tom worked with complex, high-net-worth families and individuals to create, implement, and manage customized investment strategies. Previous to Bank of America, Tom was a Valuation Associate for two years at Duff & Phelps.

Tom earned his Bachelor of Science degree in Finance from the University of Illinois Urbana-Champaign in 2015. In addition, Tom is a Certified Financial Planner® ("CFP®") and holds the Chartered Financial Analyst® ("CFA®") designation. Outside of the office, Tom is often found fishing on a body of water, traveling, or researching 20th century American history. Tom resides in the Lincoln Park neighborhood of Chicago.