A native of Greater Boston, Tom began his municipal market career in 1994 at Merrill Lynch, where he was Senior Vice President in the Institutional Advisory Division. He has extensive experience working with insurance companies, mutual funds, bank trust departments and broker-dealers, as well as managing individual tax-exempt and taxable fixed income portfolios for high net worth individuals and families.
Tom holds a B.A. in Political Science from the College of the Holy Cross and an M.B.A. in Finance/Marketing from the Kellogg Graduate School of Management at Northwestern University. Tom is active in community service and charitable organizations, as well as school and religious programs.
Tom is a father of five children and resides with his family in Glencoe, Illinois.
Riverbend Capital Advisors has engaged Mike as an independent trading and investment consultant. Mike has more than 35 years of specific municipal bond market experience at various firms, including Van Kampen Merritt, Royal Bank of Canada and its predecessor firms, and Stifel Nicolaus. He has extensive experience working with both institutional and individual investors.
Originally from Central Illinois, Mike has lived in the Chicago area for the last 40 years and has been an active volunteer for several local community organizations. In recent years, he has helped lead several key fundraising efforts for the local high school and their athletic programs. He enjoys running, biking, and golf and staying involved with high school sports.
Mike has a B.S. in Finance (’76) from the University of Illinois. He is the father of five children and resides in Elmhurst, Illinois.