Tom Swoffer, CFA

Partner, Chief Investment Officer & Portfolio Manager

Tom joined Talbot Financial, LLC as Chief Investment Officer in 2018. Tom has more than 25-years of experience as an equity analyst and portfolio manager. He earned his Chartered Financial Analyst (CFA®) designation in 1997.

The first decade of Tom’s investment career was at Safeco Asset Management as an Equity Analyst and Portfolio Manager. He then spent 15-years as a Senior Portfolio Manager at Laird Norton’s WHV Investment Management Division where he co-managed over $3 billion in equities for institutional clients. Prior to joining Talbot Financial, LLC, he was a Portfolio Manager at the Seattle office of Baird Private Wealth Management.