Tom Kennedy, CFA®

Head Trader, Portfolio Analyst

Connect with Tom

P: 978-296-8349

tkennedy@neirg.com

Tom Kennedy joined New England Investment and 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.

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

I enjoy directly contributing to a client’s financial wellbeing by researching new investment ideas while aiming to reduce trading costs.” 

Education:

B.S., Business Administration – University of Massachusetts Lowell; MBA, University of Massachusetts Lowell

 

Experience:

Trading and Trade Support, Charles Schwab Investment Advisory – Windhaven

  • Handled cashflow requests by modeling account to raise cash for distributions, investing cash deposited into accounts, and reinvesting accounts to strategies
  • Assisted with best execution review, reviewed volume and other factors related to daily ETF trading and the trading of underlying constituents, and provided support for ETF product selection research

ETF Operations, State Street
 

  • Worked with market makers and ETF issuers doing behind the scenes, day-to-day activities that enable ETFs to trade in the market