Tom Kennedy, CFA®

Head Trader, Portfolio Analyst

Connect with Tom

P: 978-296-8349

Tom Kennedy joined New England Investment & Retirement Group, Inc. in June 2018, where he works to help position client portfolios for success. He researches mutual funds and ETFs; company and industry economic fundamentals; and overall economic conditions. Tom’s duties also include enacting trades in client portfolios to invest or raise cash, changing strategies as needed, and performing tax loss harvesting.

Given Tom’s focus on researching securities, he is a key contributor to the financial news media. Tom’s comments have been included in publications such as Barron’s, MarketWatch and TheStreet, among others. 

Tom began his financial services career working within State Street’s ETF Operations. Most recently, he offered trading support at Charles Schwab Investment Advisory – Windhaven. Tom received his Bachelor of Science degree in business administration and his Master of Business Administration from the University of Massachusetts Lowell.

Tom is a CFA® charterholder through the CFA Institute. When he’s not in the office, he enjoys volleyball, camping, and reading.

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