CFA®, CAIA®, CFP®, CDFA®
Chairman, Chief Investment Officer
Tom Watts founded Watts Capital to deliver the glaring unmet market need to deliver a higher level of comprehensive advice and service to affluent clients. As Chairman, Tom leads the strategic direction of the Firm and as Chief Investment Officer, Tom oversees the Firm's investment strategies.
Prior to founding Watts Capital, Tom held senior positions at major Wall Street firms, including Merrill Lynch and Bear Stearns. He was elected repeatedly to the Institutional Investor All-Star Team for his widely recognized investment research. He was also named by the Wall Street Journal as a "Home Run Hitter" for his stock picking record. To date, Tom has played key roles in building and exiting three high-growth ventures where he was a principal. Tom began his career at McKinsey & Company.
Tom earned an MBA from Harvard Business School and a BA from Stanford University. He holds the professional designations CFA®, CAIA, CFP®, CDFA®, and training in Divorce Mediation with the Academy of Professional Family Mediators. Tom also brings special expertise in working with business owners, members of the private equity community and individuals contemplating or going through divorce.
Tom has a personal commitment to social justice and it is reflected in his personal and professional activities. Tom dedicates his spare time to his family, to his love for horses and dogs, to skiing, and to swim/bike/run competitions.