Tom Zachystal
Tom Zachystal
Tom Zachystal is a highly experienced portfolio manager with a proven track record in managing globally diversified investment portfolios. He is the current President and Chief Investment Officer of Individual Asset Management, where he specializes in financial planning and investment management for U.S. citizens living abroad and non-U.S. persons living in the U.S.A.
Tom holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) credentials, which allows him to offer clients a comprehensive financial service that includes investment management, taxation, and financial planning issues such as estate, retirement, and education planning. He also holds an Investment Management Certificate (IMC) from the CFA Institute of the United Kingdom.
Tom has considerable experience with U.K. pension transfer and management and has also worked as a Financial Advisor at Merrill Lynch, Business Development Director at SEAmagine Hydrospace Corporation, Engineer/Consultant at Schlumberger, and Wireline Engineer at Schlumberger.
Tom's educational background includes an MBA from Thunderbird School of Global Management and a BSc from the University of Alberta.
Overall, Tom is a highly skilled and well-rounded portfolio manager with extensive financial planning experience, a proven track record, and a passion for managing globally diversified investment portfolios.