Associate Investment Manager | Senior Trust Officer@ Wheaton College
Wheaton, Illinois, United States
Tom McCully
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Mount Rainier High School
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FlashIntel GPTTom McCully is a highly experienced professional with 41.9 years of work experience. He has a diverse skill set that includes estate planning, wealth management, investments, tax, and investment management. Based in Chicago, Illinois, Tom has worked in various roles such as family office work, private practice of law, and directing wealth management activities. He has also served as a soccer coach, testifying as an expert witness, and trade one-liners on stage with a national television star. In 2009, Tom returned to his undergraduate alma mater, where he enjoys not practicing law and commutes on his 5 block commute.
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About
My career has included family office work, the private practice of law, directing the wealth management activities of a major bank over two states, and teaching at the graduate and undergraduate levels. Along the way I have had the opportunity to fire 2 professional soccer coaches, testify as an expert witness in federal court, knock a former State governor on his keister, and trade one-liners on stage with a national television star. In 2009, I returned to my undergraduate alma mater where I enjoy both not practicing law and my 5 block commute.
...See MoreWork Experience
Associate Investment Manager | Chief Trust Officer
Associate Investment Manager | Senior Trust Officer
Tom McCully's Professional Milestones
- Senior Vice President | Managing Director (1995-09-01~2004-01-01): Expanding operations and driving profitability through strategic initiatives and effective leadership.
- Adjunct Professor (1991-01-01~1998-01-01): Publishing groundbreaking research that contributes to the field of instruction and scholarly understanding.
Education
Skill
Estate Planning
Wealth Management
Investments
Tax
Investment Management
Public Speaking
Banking
Strategic Financial Planning
Asset Management
Trusts
Financial Analysis
Management
Non Profits
Due Diligence
Asset Allocation
Portfolio Management
Philanthropy
Finance
Legal Writing
Leadership
Risk Management
Leadership Development
Private Equity
Alternative Investments
Mergers And Acquisitions
Strategic Planning
Fundraising
Coaching
Research
Securities
Planned Giving
Investment Advisory
Mutual Funds
Legal Research
Entrepreneurship
Strategy
Retirement Planning
Analysis
Financial Modeling
Budgets
College Teaching
Mediation
Corporate Law
Stewardship
Community Outreach
Asset Managment
Investment Strategies
Higher Education
Hedge Funds
University Teaching
Certification
Colleagues
Lynette Zelis
Business owner and Director at Noteable Notes Music Academy
Alan Wolff
Chief Information Officer
Cindra Stackhouse Taetzsch
Chief Alumni Officer
Mike Atella
owner atella & associates
Abigail Latip
Chief Operations Officer Intern
Other Named Tom McCully
Frequently asked questions
We found 6 Tom McCully's email addresses
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Tom McCully works for Wheaton College
Tom McCully's role in Wheaton College is Associate Investment Manager | Senior Trust Officer
Tom McCully's colleagues are Lynette Zelis,Alan Wolff,Cindra Stackhouse Taetzsch
Tom McCully's latest job experience is Associate Investment Manager | Senior Trust Officer at Wheaton College
Tom McCully's latest education in Mount Rainier High School
