Thomas MacHowski

About Thomas MacHowski

In financial advisory, sustainable success is built on disciplined operations, soundfinancial judgment, and a deep commitment to client trust.I serve as the integrator in a boutique financial advisory practice, translating vision intodisciplined execution while keeping client care front and center. I bring a steadyoperational hand to complex environments, aligning strategy, people, and process sothe business runs smoothly and clients feel supported at every stage.My background spans financial advisory, institutional investment management, andnonprofit leadership, giving me a broad perspective on how strong operations andsound financial judgment drive sustainable results.Highlights of my experience include: Developing equity trading strategies for multi-billion-dollar portfolios Scaling advisory operations and strengthening governance frameworks Leading large, complex initiatives, including capital projects exceeding $10M Partnering closely with boards, executives, and cross-functional teams to drivealignment and accountabilityWhat I’m known for: Operational Leadership & Process Design – Building efficient, repeatablesystems that scale without losing the human touch Financial & Project Leadership – Bringing rigor, discipline, and clear metrics tocomplex initiatives Client Relationship Management – Earning trust through thoughtfulcommunication and proactive care Team Integration & Collaboration – Aligning people around shared goals andhigh standardsBeyond the numbers, I care deeply about the human side of this work. I’m energized bybuilding strong teams, supporting thoughtful decision-making, and creating peace ofmind for clients navigating important financial moments.I enjoy connecting with professionals in wealth management, operations leadership, andmission-driven organizations who value clarity, integrity, and execution that trulydelivers.

Experience

1. Director of Operations & Investment Advisor

   Mall Retirement Group

   Oct 2019 — Present · Cherry Hill, NJ, US

   Lead all client experience operations, ensuring timely, accurate, and personalized service deliveryacross onboarding, portfolio transactions, and ongoing advisory engagement.• Designed and implemented operational workflows that helped triple AUM in five years from $25M to $80M, exceeding growth targets.• Create client-centric strategies to promote growth and retention, contributing to total AUA growing from $50M to $140M, expansion of the client roster by 50%, and less than 4% client attrition.• Manage process design and team collaboration to ensure high-touch client service and continuityacross the firm.

Education

• Fox School of Business at Temple University

  Bachelor of Business Administration (BBA), Finance

  1986 — 1989

Skills

• Training & Development
• Budget Management
• Retirement Planning
• Hedge Funds
• Microsoft Office
• Investments
• Securities
• Public Speaking
• Series 63
• IT Management
• Asset Managment
• Microsoft Excel
• Equity Trading
• Bloomberg
• Strategic Planning
• Office Administration
• Customer Service
• Event Planning
• Project Management
• Human Resources
• Fixed Income
• Bloomberg Terminal
• Operations Management
• Biblical Studies
• Fundraising
• Facility Management (Fm)
• Asset Allocation
• Mutual Funds
• Options
• Equities
• Wealth Management
• Facilities Operations
• Retirement
• Bonds
• Strategic Financial Planning
• Investment Management
• Asset Management