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About
Tom Siomades is Chief Investment Officer at AE Wealth Management, LLC, a Topeka, Kansas-based advisory firm managing over $40 billion in assets. In this role, he leads the firm's investment strategy and oversees portfolio management, with a particular focus on asset allocation modeling and investment due diligence. His expertise encompasses managing multi-asset portfolios, incorporating equities, fixed income, and alternative investments for a broad advisor and client base.
With more than 30 years of industry experience, Tom has held leadership positions including Vice President and Investment Strategist at prior firms. He is recognized for his depth in financial markets, marketing acumen, and integrating risk management into the investment selection process. Throughout his career, Tom has played a significant role in developing robust investment platforms, especially for retirement planning and wealth management sectors.
Tom's foundational education includes service as an infantry officer and a degree from the United States Military Academy at West Point, further complemented by professional credentials such as the CFA designation. His thought leadership, notably writing on market volatility and financial decision-making, demonstrates a commitment to investor education and industry advancement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AE Wealth Management, LLC | Chief Investment Officer | Jan 2019 to Present | — |
| Advisors Excel | Advisors Excel | Jan 2019 to Present | — |
| Vice President and Investment Strategist | Vice President and Investment Strategist | Jun 2011 to Present | — |
Education
United States Military Academy at West Point
infantry officer, chief investment officer
1970 — 1990
Others at Ae Wealth Management LLC (6)
| Name | Role | Location |
|---|---|---|
| Trader | Topeka, KS , United States | |
| Trading Reconciliation Associate | Topeka, KS , United States | |
| Research Analyst | Kansas City, MO , United States | |
| Chief Investment Officer | Topeka, KS , United States | |
| Trading Service Associate | United States | |
| Trader | Topeka, KS , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Circle Wealth Management, LLC | NJ , United States | |
| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
| Investment Manager | Mairs & Power Inc. | Burnsville, MN , United States | |
| Vice President and Investment Manager | Mairs & Power Inc. | Saint Paul, MN , United States |