Tom Oday
Chief Financial Officer Scaling Aum Investment Strategy & Fiduciary Governance at Chancellor Financial Group
Based in Wilkes-Barre, United States
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Seniority
Other
Department
Other
Location
Wilkes-Barre
Industry
Financial Services
Company size
9
Contact information
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t•••••••@chancellorfinancialgroup.com
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Background
About Tom Oday
Chief Investment Officer | Financial Strategy & Business Leadership | Growth-Oriented Investment Management I am a results-driven investment executive with a deep track record of transforming financial strategy, optimizing portfolio performance, and driving sustainable business growth. With expertise in investment management, risk mitigation, and regulatory compliance, achieving a 20.11% annual compounded growth rate while leading high-performing teams in delivering financial excellence. At the heart of my leadership philosophy is a strategic, technology-driven approach to investment management. I developed a proprietary in-house investment process that reduced reliance on external firms, enhanced portfolio growth, and optimized trade execution. My expertise spans asset allocation, financial planning, high-net-worth advisory, and institutional investment strategies—always with a focus on maximizing returns and minimizing risk in a rapidly evolving market. Key Impact & Expertise: Investment Strategy & Portfolio Growth – Led investment operations and asset allocation for $250M+ in AUM, ensuring risk-adjusted returns and financial discipline. Regulatory & Compliance Leadership – Successfully navigated SEC and state audits, implementing governance frameworks that uphold fiduciary responsibilities. Technology & Automation – Spearheaded CRM, DocuSign, and investment software integrations, streamlining operations and improving client engagement. Executive Leadership & Business Growth – Built high-performing teams, chaired the Investment Committee, and established data-driven dashboards to enhance accountability and accelerate firm growth. My leadership is built on a foundation of financial integrity, strategic foresight, and relentless execution—qualities that allow me to steer organizations toward sustainable expansion and long-term investment success. Let’s Connect! I welcome opportunities to collaborate, drive financial transformation, and connect with forward-thinking leaders. Let’s discuss how strategic investment leadership can position firms for sustained growth and market leadership. Reach out here or at tomjoday@gmail.com to explore opportunities.
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