Thomas Kelleher

Thomas Kelleher is a Client Portfolio Manager at Trajan Wealth LLC, based in the Phoenix/Scottsdale, Arizona area. In this role, he provides portfolio management and financial advisory services, primarily focusing on high-net-worth individuals and small businesses. He is part of Trajan Wealth’s Portfolio Management Group, where he develops investment strategies aligned with client goals and risk profiles, overseeing assets within a registered investment advisory framework.

Kelleher’s career in investment management began at CliftonLarsonAllen LLP as a Senior Assurance Associate and later as Manager, where he gained experience in financial audits and portfolio oversight before joining Trajan Wealth in 2021. His expertise spans portfolio construction, retirement planning, and client relationship management, with a focus on multi-asset allocations and public securities for individuals and small institutions. While specific asset class details are not highlighted in public records, Trajan Wealth's offerings include equities, fixed income, and advisory solutions for long-term wealth preservation and growth.

Kelleher holds a Master of Science from the University of Florida and dual bachelor's degrees in Business Administration (Accounting) and Sport Management from the Isenberg School of Management at UMass Amherst, as well as additional educational experience from Australian Catholic University. He has passed the Series 65 exam, and his professional background reflects a blend of accounting, financial management, and investment advisory expertise, supporting his continuing contributions to the advisory industry in Arizona.