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Thomas Guidi

Thomas Guidi

Portfolio Manager at Foster & Motley Inc.

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Foster & Motley, Inc.Portfolio ManagerJan 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.TraderJan 2005 to Jan 2006
Fidelity InvestmentsVarious sales and advisory positionsJan 2000 to Jan 2005

Education

University of Kentucky

Bachelor of Business Administration (BBA), Finance

1996 2000

Chartered Financial Analyst (CFA)

Skills & Expertise

Sales
Strategy
Sales Management
Investments
Equities
Microsoft Office
Change Management
Sales Operations
Operations Management
Equity Trading

Others at Foster & Motley Inc. (11)

NameRoleLocation
B
Bradley Soper
Investment ManagerCincinnati, OH , United States
C
Cdfa® Rachel Rasmussen
Investment Manager and ShareholderCincinnati, OH , United States
E
Elizabeth Green
Investment Manager and ShareholderCincinnati, OH , United States
John Melville
John Melville
Investment ManagerCincinnati, OH , United States
J
J Ryan English
Investment Manager and ShareholderCincinnati, OH , United States
Ralph Scherer
Ralph Scherer
Portfolio Manager and ShareholderCincinnati, OH , United States
Z
Zach Horn
Managing Partner and President, Investment Manager and ShareholderCincinnati, OH , United States
E
Emily Hogya
Associate Investment ManagerUnited States
J
J. Burke
Associate portfolio ManagerCovington, KY , United States
Kevin Schmitt
Kevin Schmitt
Investment ManagerCincinnati, OH , United States
Showing 1-10 of 11 team members

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