Tom Wald, CFA

Enthusiast
DISC Type : i

Chief Investment Officer at Transamerica

Denver, Colorado, United States

Overview

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.

Personality Overview

Non-Confrontational

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care 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.
Portfolio Strategy
His career includes multiple roles as a portfolio manager, focusing on mutual funds and risk-based investment strategies for major firms like Invesco and Transamerica.

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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Transamerica Asset Management, Inc. 2023 Mid-Year Market – TAM Market Pulse: Tom Wald. Featured in Apple Podcasts

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Work History

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

Education

1986 - 1988
MBA from The Wharton School
1979 - 1983
BA from Tulane University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Denver, Colorado, United States Job Level : N/A Designation : Chief Investment Officer at Transamerica
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Tom

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Tom take some risk or not?

  • They can take some low-probability risks if needed.

You And Tom

Personality Compatibility


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