Tom Wald, CFA in

Tom Wald, CFA

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Chief Investment Officer at Transamerica
📍 Denver, Colorado, United States

Tom Wald is a retired Chief Investment Officer with extensive experience managing multi-billion dollar asset portfolios. He notably served as CIO for Transamericas $65 billion mutual fund business and managed funds exceeding $10 billion at Invesco. He holds an MBA from The Wharton School.

He has deep expertise in the healthcare sector, having served as the lead portfolio manager for both the Munder Healthcare Fund and the Invesco Health Sciences Fund.

As a leader at Jackson National Asset Management, he was part of the team that successfully raised $5 billion in just two years for a new investment product.

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Experience
26 Years
Current Role
Chief Investment Officer
Location
Denver, Colorado, United States
Personality Overview

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Priorities

Topics Tom cares about

Asset Management
Served as Chief Investment Officer for Transamerica Asset Management, overseeing assets under management that exceeded $65 billion.
Healthcare Investing
Demonstrated deep sector expertise as the lead portfolio manager for the Munder Healthcare Fund and a portfolio manager for the Invesco Health Sciences Fund.
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Career

Work history

2-2014 - 12-2025
Chief Investment Officer
Transamerica
8-2012 - 2-2014
Vice President, Client Portfolio Manager
Jackson National Asset Management, LLC
4-2010 - 8-2011
Portfolio Manager
Tactical Allocation Group, LLC
1-2005 - 10-2008
Mutual Fund Manager
Munder Capital Management
1-1997 - 10-2004
Global Partner - Mutual Fund Manager
Invesco
In the press

Media appearances

Market Sense: Tom Wald – Transamerica. Featured in Apple Podcasts
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Where We Stand: Transamerica Asset Management – TAM Market Pulse: Tom Wald. Featured in Apple Podcasts
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Education
1986 - 1988
MBA
The Wharton School
1979 - 1983
BA
Tulane University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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