Office: (419) 885-2626 Chicago, Illinois
Thomas Kelly, CFA
Chief investment officer, senior advisor, investment committee member
Tom joined SJS in June 2018 as a Senior Client Portfolio Manager, and was named Chief Investment Officer in October 2020. Tom works to continually improve the MarketPlus® Investing investment offering and implementation, as well as to grow SJS’ presence in the Chicago area.
Before SJS, Tom specialized in managing client relationships at CBIS in Chicago. Earlier in his career, he served as an international lay missioner and volunteer for the Salesian Missions in New York and spent 15 months in Juba, South Sudan.
A Chartered Financial Analyst® (CFA) Charterholder and member of the CFA Society of Chicago, Tom earned his degree in Business Administration at Marquette University in Milwaukee, where he majored in finance and accounting.
Tom actively participates in the Downtown Chicago Chapter of Legatus. Additionally, Tom serves as a Board Member for weDignify, Finance Committee for the Christian Brothers of the Midwest, and as an Investment Committee Member for the Sisters of the Holy Family of Nazareth.
In his free time, Tom enjoys spending time with his wife Emily, his daughter Kathleen, and his sons Oliver and Leo.
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
You can consider putting excess cash into a money market fund, short-term U.S. Treasury bonds, or a short-term bond mutual fund / ETF.
The future of the housing market is uncertain, and its resilience will be a crucial factor in the broader economic landscape.
The SJS Q3 2023 Outlook includes our insights on gifting and charitable contributions as well as U.S. real estate. We also look forward to Q4 2023.
The SJS Q2 2023 Outlook includes our insights on building up our local communities as well as market performance so far in 2023. We also share even more members of the SJS family and look forward to Q3 2023.
It’s important to recognize how difficult it is to predict what will happen in the short-term for investment markets, and how much margin for error there should be for any prediction.
The SJS Q1 2023 Outlook includes our insights on planning for your legacy, tomorrow’s headlines today, how the SECURE 2.0 Act may impact your finances, and looking forward to Q2 2023.
The market’s reaction to tech in the first quarter is another reminder of how hard it is to time and predict the market, even if you “know” what is going to happen.