Thomas J. Schatzman is Senior Vice President and Senior Institutional Consultant at the 1856 Capital Partners, of Wells Fargo Advisors Financial Network. As a Senior Institutional Consultant with over 30 years of experience, Tom is dedicated to providing customized financial solutions for institutions, businesses and families.
From 1992 to 2022, Tom was an Institutional Consulting Director at Graystone Consulting, a Morgan Stanley business. His team consulted to $18 billion in assets (as of January 2022), focusing on non-profit organizations and corporate pension plan clients. Tom advises organizations on investment policy development, investment manager selection, asset allocation, asset-liability analyses, and fee reduction while working in a fiduciary capacity.
Tom has been widely recognized throughout the industry, being named one of the Top 50 institutional consultants in the United States by Barron's magazine (2015 inaugural list, 2016-2022) and a Top 100 retirement plan advisor by Plan Sponsor Magazine (2016-2019).
In 2021, Barron's ranked Tom's team as the # 1 consulting team in Pennsylvania and #14 in the United States.
His former clients include Fortune 100 companies, the Commonwealth of Pennsylvania, and national Taft-Hartley clients.
From 2022-2023, Tom was Managing Director and Head of Institutional Consulting at Wedbush Securities in Los Angeles. His responsibilities included:
Overseeing the planning, execution, and delivery of consulting services to over 300 financial advisors.
Devising and executing strategies to identify new opportunities, markets, and clients and leading and coaching financial advisor teams.
Education - BS in Economics, MBA in Finance and Investments, George Washington University.