Professional Summary
Professional Overview
Tom Schroeder is a seasoned finance executive with over 15 years of experience in the investment management industry. As the Chief Financial Officer (CFO) at Summit Rock Advisors, he oversees the firm's financial strategy, operations, and risk management, driving sustainable growth and profitability.
Experience Summary
Current Role
As the CFO of Summit Rock Advisors, Tom is responsible for providing strategic financial leadership and guidance to the executive team. He ensures the firm's financial processes and controls are optimized to support its business objectives, while also identifying and mitigating potential risks. Under his financial stewardship, Summit Rock Advisors has achieved consistent revenue growth and improved operational efficiencies.
Career Progression
Prior to his current role, Tom held various leadership positions at Summit Rock Advisors, serving as the Chief Data Officer (CDO) and Managing Director. In these roles, he spearheaded the firm's data and analytics initiatives, improving investment decision-making and client reporting. He also played a key part in expanding the firm's client base and diversifying its product offerings. Earlier in his career, Tom gained valuable experience as a Financial Associate and Analyst at The Blackstone Group and Altair Management Partners.
Academic Background
Tom holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign, where he graduated cum laude. He is also a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) charterholder.
Areas of Expertise
- Financial strategy and planning
- Operational excellence and process optimization
- Data-driven decision making and analytics
- Risk management and compliance
- Investment management and portfolio analysis
- Team leadership and mentorship
Professional Impact
Throughout his career, Tom has demonstrated a strong track record of driving strategic initiatives and delivering measurable results. At Summit Rock Advisors, he has been instrumental in enhancing the firm's financial reporting capabilities, leading to improved transparency and decision-making. His expertise in data and analytics has also enabled the firm to better identify and capitalize on market opportunities, contributing to its sustained growth and profitability.
Conclusion
With his extensive finance experience, strategic mindset, and proven leadership abilities, Tom Schroeder is poised to continue making a significant impact as the CFO of Summit Rock Advisors. His commitment to operational excellence and data-driven decision making positions him as a valuable asset in the ever-evolving investment management landscape.
