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Thomas Hardin, CMT, CFP CEO & Managing Director Chief Investment Officer As Chief Investment Officer, Tom Hardin oversees all portfolio management and investment activity for Canterbury Investment Management. With more than 30 years of investment management experience and 27 years in personal wealth management and personal financial coaching, Tom is known for his creative investor education and revolutionary investment management process. Tom has what may be the most diverse experience in the financial management industry today. After earning a bachelor's degree with a major in business from Skidmore College in Saratoga Springs, New York, Tom received his certification in portfolio management from the renowned University of Chicago Graduate School of Business. In addition, he has earned the following designations:
Tom began his investment career in 1977 as a Registered Representative of a New York Stock Exchange firm. From 1982 through 1986, he 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 and 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 of Smith Barney's Portfolio Management Group. Tom has enjoyed teaching and/or guest lecturing at:
Tom's first book, Never Too Old to Rock and Roll: Life After 50 - The Best Years Yet, was published in 2005. His second book, Investor Revolution!: Overthrow Wall Street and Take Back Your Future, was published in 2007. He has written many newspaper, magazine, and professional journal articles, and he has authored several white papers. He has been featured in national financial radio programs and television shows and is a regular speaker on investment management topics. |