Tom Wood Email & Phone Number

San Francisco Bay Area

Created an innovative collection of solutions, tools, and strategies for engaging wealth firms across their investment portfolios and platforms, improving wealth firm performance, galvanizing Consulting as a revenue driver for BlackRock, and delivering $100B in new business between 2021 and 2023, despite major economic headwinds. Cultivated a 20-member team with unmatched commercial talent.

Championed BlackRock’s model portfolio business while serving as the first Lead Strategist for the US model suite and took the business from $0 to $5B AUM within 2 years. Defined and evangelized the portfolio’s unique value proposition, developed and executed key strategies to gain market leadership, and guided product sales for optimal results. Recruited, hired, and led a high-performing strategist team.

Positioned Windhaven as a nationally recognized leader in ETF portfolio strategy. Successfully attracted and retained investment advisors and retail clients to substantially increase market share while growing business in the Pacific NW market by over $1B in AUM.

Successfully navigated market challenges and managed portfolio volatility in support of asset growth and retention. Extended the lifespan of the hedge fund by leading data-driven product development, portfolio optimization, operational agility, and investment strategy.

Led a cross-functional team of 50, intensified impact across data management, financial risk modeling, and investment analysis. Additionally, helped develop equity, fixed income, and cross-asset class analytical software.

Ba, Economics

Mba