Tom Zachystal

Tom Zachystal, President and Chief Investment Officer at IAM

Tom Zachystal is the founder, President, and Chief Investment Officer of Individual Asset Management (IAM), a U.S. Registered Investment Advisor specializing in financial planning and investment management for U.S. citizens living abroad and non-U.S. persons living in the U.S.124

Key Facts about Tom Zachystal:

• Has an MBA in Global Management from Thunderbird University and a BSc in Civil Engineering from the University of Alberta15
• Holds the Chartered Financial Analyst (CFA) credential, Certified Financial Planner (CFP) certification, and Investment Management Certificate (IMC) from the CFA Institute of the United Kingdom123
• Worked as Vice-President Europe based in Prague for another U.S. RIA firm and as a Financial Advisor at Merrill Lynch2
• Previously spent five years as an international business consultant and seven years as an engineer for Schlumberger, working in a dozen countries on four continents12
• Oversees investment management and financial planning for IAM's expatriate clients1
• Recognized expert in advising across borders and navigating challenges in international finance56

Tom's combination of international experience and investment knowledge allows IAM to offer tailored financial solutions to expatriates, non-U.S. investors, American residents and citizens.1 He specializes in portfolio management for globally diversified investment accounts and financial planning for U.S. citizens living abroad and non-U.S. citizens living in the U.S.2