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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Tom Riley, CFA®

Senior Portfolio Manager

Specialty

Tom delivers comprehensive wealth management services to our clients, including families, business owners, and foundations. He offers extensive knowledge in investments, efficient tax strategies, long-term planning, and generational wealth transfer.

Years of Experience

23 years 

Educational Background

  • University of Denver, MBA
  • University of Colorado, BS

Designations

Chartered Financial Analyst® (CFA)

Other Notable Information

  • Past President and Board Member of the CFA Society Colorado
  • Member of our Investment Committee
  • Previous experience includes: Senior Portfolio Manager at Northern Trust 10+ years
  • Board member for Colorado Coalition for the Homeless
  • Tom lives in Denver with his wife and teenage children.  They love the Colorado lifestyle and skiing together in the winter and hiking, biking and fishing in the summer.

Contact

Senior Portfolio Manager
Direct & Text: 303.900.1938
Tom.Riley@ACFamilyOffice.com

Tom Riley, CFA®, AC Family Office