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About
Thomas J. Guidi, CFA, is a Portfolio Manager, Co-Chief Investment Officer, and shareholder at Foster & Motley, Inc., based in Cincinnati, Ohio. In this capacity, he leads the management of diversified investment portfolios for individuals, families, and institutions, focusing on aligning strategies with each client's specific goals, risk profile, and income needs. He is heavily involved in fostering innovation and implementing new technologies in investment processes and wealth management.
Thom has nearly two decades of experience in the financial sector, having started his career at Fidelity Investments in various sales and advisory roles. He joined Foster & Motley in 2005 as a Securities Trader and earned the Chartered Financial Analyst (CFA) designation in 2006 before transitioning to his current role as Portfolio Manager and Co-Chief Investment Officer. His expertise spans asset allocation, fixed income, equities, and particularly non-traditional fixed-income investments, with a disciplined approach to liquidity and strategic cash management.
A graduate of the University of Kentucky with a BBA in Finance, Thom is recognized for his analytical rigor and innovative mindset. He is a frequent commentator on topics such as the integration of artificial intelligence in wealth management and has been featured by outlets including the Greater Cincinnati Business Courier and the Wall Street Journal.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster & Motley, Inc. | Portfolio Manager | Jan 2007 to Present | I have been awarded the Chartered Financial Analyst, CFA designation. I believe in a customized investment process that considers each client’s unique goals, risk tolerance and income needs. I believ... |
| Foster & Motley, Inc. | Trader | Jan 2005 to Jan 2006 | — |
| Fidelity Investments | Various sales and advisory positions | Jan 2000 to Jan 2005 | — |
Education
University of Kentucky
Bachelor of Business Administration (BBA), Finance
1996 — 2000
Chartered Financial Analyst (CFA)
Skills & Expertise
Others at Foster & Motley Inc. (11)
| Name | Role | Location |
|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States |
E Elizabeth Green | Investment Manager and Shareholder | Cincinnati, OH , United States |
| Investment Manager | Cincinnati, OH , United States | |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States |
| Portfolio Manager and Shareholder | Cincinnati, OH , United States | |
Z Zach Horn | Managing Partner and President, Investment Manager and Shareholder | Cincinnati, OH , United States |
E Emily Hogya | Associate Investment Manager | United States |
J J. Burke | Associate portfolio Manager | Covington, KY , United States |
| Investment Manager | Cincinnati, OH , United States |
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