• Benefit from 30+ years’ experience building successful fixed income businesses to energize and grow yours.

• Leverage insights gained through thousands of global institutional interactions to bring authenticity and client-relevancy to your story.

• Partner with a commercially-oriented, objective advisor to enhance the impact of your high-performing team.

Tom Coleman Founder & President

tom@fixedfocusadv.com

Over the course of his career he has played a critical role in many thousands of client, prospect and consultant meetings. An accomplished presenter, his ability to craft engaging presentations that distill complex investment topics into relatable client take-aways has made him a sought-after speaker at industry conferences.

Tom is an accomplished and well-respected leader in fixed income product strategy and management, with over 30 years' experience building thriving businesses at some of the world’s largest asset managers. A dedicated collaborator, he partnered with investment, distribution and marketing teams to develop client-centric, solutions-oriented investment strategies supported by high quality content, messaging and materials in these roles:

Global Head of Fixed Income Strategists

State Street Global Advisors

North American Head of Product

Standard Life Investments/Aberdeen

Head of US Fixed Income Product Management

Wellington Management Company

Head of Fixed Income Portfolio Strategists

State Street Research/MetLife

Areas of Expertise

Channel & Market Expertise

• Retirement (DB, DC)

• Financial Institutions

• Endowments & Foundations

• Wealth

• Americas, EMEA, Asia-Pacific

• Corporate, Public, Unions

Strategy Expertise

• Multi Sector/Core

• Corporate Credit & Loans

• Structured Credit

• EMD

• Rates

• US & Global

• Total Return

• Absolute Return

Solutions Expertise

• Liability Driven Investing

• Stable Value

• Asset Allocation

• Insurance Balance Sheet

Investment Approaches

• Fundamental Active

• Index/Passive

• Systematic Active

Tom earned a BS in Finance with Honors at Syracuse University and an MBA in Finance with Distinction and a Fixed Income concentration at NYU’s Stern School of Business.

Tom provides strategic consulting advice to Eastern Massachusetts non-profit organizations as a pro-bono Consultant with SOAR Management Consulting. He is an active board member with several Cape Cod-based environmental organizations.