Tom Hooley

Energizer
DISC Type : I

Chief Investment Officer (CIO) – Head of Corporate Plans Investment Team at Wells Fargo

Minneapolis, Minnesota, United States

Overview

Tom Hooley is a seasoned Chief Investment Officer at Wells Fargo, overseeing massive employee benefit plans, including a $55B 401(k) and an $8B pension plan. He has a proven history of fiduciary leadership and growing institutional assets, previously expanding a practice from $5B to $20B. He holds a Bachelor of Arts from Saint Johns University.


Outperformed pension plan benchmarks by an average of 75 basis points annually for two decades.

Personality Overview

Relationship Oriented

Informal

Enthusiastic

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are people oriented, friendly and like creating new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Institutional Investing
Led and grew an Outsource Chief Investment Officer (OCIO) division at Wells Fargo, demonstrating deep expertise in managing large-scale institutional assets.
Retirement Plan Strategy
Directly responsible for the investment strategy and performance of one of the nation's largest corporate 401(k) plans and a multi-billion dollar pension fund.
Corporate Governance
Emphasizes fiduciary leadership and governance in his role as a board director and investment executive, ensuring regulatory oversight and disciplined execution.

Media Appearances

Tom has no verified media appearances

Work History

2003
Chief Investment Officer (CIO) – Head of Corporate Plans Investment Team at Wells Fargo
2002 - 2019
Managing Director – Head of Wells Fargo Institutional Asset Advisors at Wells Fargo
1994 - 2002
SVP, Head of Wells Fargo Investment Servicing–Institutional Retirement Services at Wells Fargo
1992 - 1994
Senior Vice President Institutional Sales at Ameriprise Financial Services, LLC
1990 - 1992
Vice President, National Planner Recruitment at Ameriprise Financial Services, LLC

Education

Bachelor of Arts - BA from Saint John's University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Minneapolis, Minnesota, United States Job Level : Leadership Designation : Chief Investment Officer (CIO) – Head of Corporate Plans Investment Team at Wells Fargo
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Tom

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Tom take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Tom

Personality Compatibility


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