Dan Tolomay

Dan Tolomay, CFA, is the Chief Investment Officer at Trust Company of the South, where he leads investment strategy and oversees portfolio management for a diverse client base in Durham, NC. In this role, he is responsible for developing asset allocation strategies, managing risk, and implementing tailored investment solutions for individuals, families, and institutional clients. His approach emphasizes aligning risk and return with client objectives, utilizing both strategic and tactical asset allocation, and maintaining a focus on long-term wealth preservation.

Dan’s expertise spans multiple asset classes, with particular depth in fixed income, equities, money market instruments, and tax-efficient investing. He frequently advises on issues such as navigating fluctuating interest rates, optimizing cash allocations in money market funds, and including bonds for stable yield. He is also recognized for integrating tax harvesting and conservative strategies to balance risk and preserve purchasing power for clients.

Before becoming CIO, Dan served as a Wealth Advisor at Trust Company of the South and as Vice President at Amundi Smith Breeden, focusing on portfolio construction and client advisory. He holds a BBA in Finance from St. Bonaventure University and is a Chartered Financial Analyst. Dan is known in the investment community for his thought leadership on risk management, asset allocation, and his dedication to helping clients achieve their long-term financial objectives with discipline and patience.