Thomas Wentling

Background

About Thomas Wentling

Tom is a Chartered Financial Analyst® charterholder, a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst® designee. As such, he works with clients to formulate financial plans to help them on their journey towards their goals and objectives. As a Portfolio Manager, he and the team’s investment committee construct and implement investment strategies for their clients using input from Morgan Stanley’s Global Investment Committee, among other resources available at the Firm. He has been a frequent panelist on WPXI PCNC Night Talk with host Ellis Cannon on a wide range of financial and economic issues. He writes topical commentaries from time to time for Pittsburgh Quarterly. Tom is Chair of the Carnegie Hero Fund Commission. He is Chair of Freedom Research Foundation. While not currently on the voting board of the following, he is past Chair of Brother's Brother Foundation and past Chair of the Finance or Investment Committees of the following: Shadyside Presbyterian Church, The Ellis School, Staunton Farm Foundation and The Pittsburgh Golf Club. He is also past Chairman of The Opera Theater of Pittsburgh. He graduated from the FBI’s “Citizen’s Academy”—A community outreach program to educate the public on the work of the FBI. Tom and his wife, Caroline, live in the Point Breeze section of Pittsburgh. Their daughter, Callie, lives in Portugal and their son, Tommy, in Amsterdam. The Global Investment Committee is a group of seasoned investment professionals who meet regularly to discuss the global economy and markets. The committee determines the investment outlook that guides our advice to clients. They continually monitor developing economic and market conditions, review tactical outlooks and recommend model portfolio weightings, as well as produce a suite of strategy, analysis, commentary, portfolio positioning suggestions and other reports and broadcasts.