Thomas Neustaedter
Portfolio Analytics Associate @Richardson Wealth
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WORK HISTORY
Portfolio Analytics Associate @Richardson Wealth
Calgary, AB, CA
Thomas sits on the investment committee within McMillan Wealth Solutions where he is responsible for all investment-related activities; Research, analysis, trading, and client communication. He co-manages high net worth client portfolios with a focus on risk management and consistent performance. Thomas executes extensive due diligence on equity, fixed-income, and alternative investments. He actively follows institutional investment trends, market-based relationships, and macro-economic indicators to best position our clients as market conditions changed. He maintains strong relationships with several Investment Managers who we deemed to be best-in-class as consistent leaders within their specific area of expertise.
EDUCATION
Trinity Western University
Bachelor of Business Administration - BBA With Distinction, Finance
Briercrest College and Seminary - Student Athlete
Bachelor of Business Administration - BBA
ABOUT THOMAS NEUSTAEDTER
Thomas graduated with a Bachelor of Business Administration, specialization in Finance from Trinity Western University. His first introduction to working in the wealth management industry was in Calgary, interning at Richardson Wealth in 2019 & 2020 as a Private Equity Summer Analyst. In 2020, he was offered a fulltime position as an Associate with a well-established Wealth Management practice in Vancouver. Thomas believes strongly in the continuance of further education and is currently pursuing both his CIM and CFP designations. While in college, Thomas was a student-athlete and played for the varsity men’s basketball team. He believes the lessons and discipline learned playing on a high-level team, directly carry over into the values he holds in his professional career today. Outside of the office, Thomas enjoys spending his time with friends and family, getting out to the mountains skiing, as well as playing golf in the summer. An important part of Thomas’ life is giving back and volunteering. As a result, Thomas currently sits on the board of Camp Chamisall, which is an organization that works with youth in the Calgary area.
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