Thomas Hardin,

Canterbury Investment Management

Thomas Hardin, CMT, CFP®
Managing Director
Chief Investment Officer


As Chief Investment Officer,  Tom has more than 30 years of experience in the investment management industry and has a broad breadth of knowledge. He is known as an innovator, educator and has been revolutionary in the advancements of portfolio and risk management.

Tom has what may be the most diverse experience in the financial management industry today. He earned his bachelor's degree in business from Skidmore College in Saratoga Springs, New York, and began his investment career in 1977 as a Registered Representative of a New York Stock Exchange firm. From 1982 through 1986, Tom served as Regional Director of EF Hutton's Personal Financial Management Department, where he directed the financial and investment planning efforts of 32 branch offices. During that time, he worked with some of the firm's highest income and net worth clients.

Before founding Canterbury, Tom served as Senior Vice President and Senior Portfolio Management Director for The Portfolio Management Group.The Portfolio Management Group was one of the investment management divisions of Smith Barney and Citigroup and provided customized investment management for high net worth clients.

Tom has earned the following designations during the course of his career: 
  • Certified Financial Planner® (CFP®), 1982
  • Certified Portfolio Manager through Hutton Portfolio Management, 1987
  • Senior Portfolio Management Director, 1993
  • Senior Investment Management Consultant, 1994
  • Chartered Market Technician (CMT), 1997
  • Certified Client-Centered Coach through American Business Visions, 2002

Tom has been interviewed, quoted or published by:

  • Forbes and Money magazines
  • Many white papers published in the Journal of Technical Analysis
  • Indianapolis Star, Louisville Courier Journal, Indianapolis Business Journal and Toronto Globe and Mail
  • Inside Indiana Business with Gary Dick and Business First TV
  • Dow Jones MarketWatch with Chuck Jaffe

Tom is also an accomplished author and has published two books.  His most recent title, Investor Revolution, outlines how advancements in information technology have lead to revolutionary changes in portfolio and risk management. 

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