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Thomas Gogola, Cfa

Vice President, Investment Management at Aaron Wealth Advisors

Intro Book

Investment management expert with CFA charter and experience in portfolio analysis and financial analysis.

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Location

Oak Lawn, Illinois, United States, US

Languages

Polish Native or bilingual proficiency
English Native or bilingual proficiency

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Thomas Gogola has a CFA charter, which is a prestigious designation in the finance industry. He has experience in various roles, including Senior Broker and Portfolio Analyst, which indicates he has a solid understanding of financial markets and instruments. He is currently Vice President, Investment Management at Aaron Wealth Advisors, which is a mid-sized wealth management firm. The average salary for a CFA charterholder in the United States is around $100,000 per year, but this can vary depending on factors like location, experience, and industry. Given Thomas’s experience and education, I would estimate his hourly rate to be around $125, which is slightly below the average salary for a CFA charterholder. However, considering his role at a mid-sized firm, I think this rate is reasonable.

Bio

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Topline AI

Thomas Gogola is a seasoned investment professional with a Chartered Financial Analyst (CFA) charter, offering expertise in investment management, portfolio analysis, and financial analysis. With experience in various roles, including Senior Broker at Zacks Investment Research and Portfolio Analyst at MainStreet Investment Advisors, LLC, he has developed a strong background in finance and economics. He is currently Vice President, Investment Management at Aaron Wealth Advisors, where he collaborates with the Chief Investment Officer on investment-related activities.

Credentials

Chartered Financial Analyst® (CFA) Charterholder

CFA Institute

Aug, 2022
- Apr, 2026
Series 66 - Uniform Combined State Law Exam

FINRA (Financial Industry Regulatory Authority)

Nov, 2018
- Apr, 2026
Series 63 - Uniform Securities Agent State Law Examination

FINRA (Financial Industry Regulatory Authority)

Aug, 2016
- Apr, 2026
Series 7 General Securities Representative Exam (GSRE)

FINRA (Financial Industry Regulatory Authority)

Jun, 2016
- Apr, 2026

Experience

Aaron Wealth Advisors
- Chicago, Illinois, United States
- Vice President, Investment Management
  - Jun 2023 - Present
  - Chicago, Illinois, United States
  Thomas Gogola is Vice President, Investment Management for Aaron Wealth Advisors. In his role, Tom works in conjunction with the Chief Investment Officer and team on investment related activities, including managing existing client portfolios, public & private manager due diligence efforts, trading, and prospective client analysis. Tom is a Chartered Financial Analyst® charterholder as well as a Member of the CFA Society Chicago. He obtained his Bachelor of Science in Finance from DePaul University.
MainStreet Investment Advisors, LLC
- Chicago, Illinois, United States
- Portfolio Analyst
  - Feb 2022 - Jun 2023
  - Chicago, Illinois, United States
WRR Wealth Management
- Associate Portfolio Manager
  
  Jan 2021 - Feb 2022
- Portfolio Analyst
  
  Oct 2018 - Jan 2021
Zacks Investment Research
- Chicago, IL
- Senior Broker
  - Jul 2015 - Oct 2018
  - Chicago, IL

Education

DePaul University
Bachelor's degree, Finance & Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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Thomas Gogola, Cfa

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate