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Thomas Hines, Cfa Cpa profile image

Thomas Hines, Cfa Cpa

Executive Vice President/Portfolio Ma... at Good Harbor Financial, LLC
Intro Book
Seasoned financial expert with 30+ years of experience in wealth management and financial planning.
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Location
Greater Chicago Area, US
Skills
  • Wealth Management Services
  • Financial Planning
  • Asset Allocation
  • Mutual Funds
  • Etfs
  • Show all
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Bio

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Thomas Hines is a seasoned financial expert with 30+ years of experience in wealth management, financial planning, and asset allocation. He has a strong background in taxation, insurance planning, and public speaking. With a Master of Science in Taxation from the University of Wisconsin-Milwaukee and a Bachelor of Science in Accounting from Marquette University, Thomas has established himself as a trusted advisor to high net worth clients and corporate executives.

Experience

  • Good Harbor Financial, LLC
    • Chicago, IL
    • Executive Vice President/Portfolio Manager
      • 2010 - Present
      • Chicago, IL

      Manage the delivery of investment management services to high net worth clients and select investment advisors. Designed and implemented client service protocols from risk profiling to performance reporting. Manage the utilization of traditional, tactical and alternative asset classes in developi...

  • Merrill Lynch PBIG
    • Chicago, Il
    • First Vice President/International Wealth Management Advisor
      • 2006 - 2009
      • Chicago, Il

      Leader of client service team that delivered family office services and comprehensive financial planning to ultra high net worth clients. Services included cash and debt management, disability and life insurance analysis, income tax planning, open architecture investment advice, single stock risk...

  • The Northern Trust Company
    • Chicago
    • National Director of Financial Consulting
      • 2001 - 2006
      • Chicago

      Managed P/L, staffing and strategic plan for national financial planning practiceSuccessfully reorganized unprofitable financial planning practice, increased fee revenue by 1200% in three years while expanding practice to New York, California and BostonProvided comprehensive financial planning t...

  • EY
    • Greater Chicago Area
    • Senior Manager/Partner
      • 1994 - 2000
      • Greater Chicago Area

      A Partner within EY’s largest financial planning practice that provided services to corporate executives, business owners and affluent families. Managed large corporate client engagements for employee financial education, pension choice and executive financial planning. Co-managed EY’s largest fi...

  • American Express Financial Advisors
    • Greater Chicago Area
    • Financial Planner
      • 1992 - 1994
      • Greater Chicago Area
  • Peat Marwick
    • Greater Chicago Area
    • Senior Tax Manager
      • 1991 - 1992
      • Greater Chicago Area
  • Arthur Andersen & Co.
    • Milwaukee/Toronto
    • Senior/Manager
      • 1986 - 1991
      • Milwaukee/Toronto

Education

  • Marquette University
  • University of Wisconsin-Milwaukee

Suggested Services

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

Industry Focus. “Financial Services”

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