I am a Wisconsin native.  My father founded a manufacturing business that led our family to travel constantly.  He had an office north of London, England, a place we visited often from the time I was quite young.  Those experiences led me to study at Cambridge and Oxford.  My overall education was in business, economics and law from Purdue, Cambridge and Oxford. 

 

After my education, I returned to Wisconsin and built several investment firms.  This includes Sterling Capital Management, Inc., a firm I founded in 1997.  I continue as Sterling's managing principal.  We provide investment advisory services, portfolio and hedge fund management, and private equity opportunities.  Information regarding  Sterling Capital Management, Inc. can be found at our website: sterlingcapitalusa.com.

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In conjunction with my business, I am a contributor to the United States Federal  Reserve (Fed).  My participation includes submitting economic forecasts which are published in the Fed's Annual Outlook and the Annual Automobile Outlook.  I am a four-time winner of the Chicago Fed's Certificate of Forecasting Excellence.

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I am a certified financial planner (CFP).  I am a frequent speaker and I am often quoted in various publications.  Milwaukee Magazine has recognized me with their FIVE STAR WEALTH MANAGER award seven of the last eight years.

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Outside of the investment business, I have invented several products.  I have been awarded 10 U.S. patents and six Canadian Industrial Design Certificates (patents). 

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My personal passion is painting.  I am an award winning artist with a particular interest in oils and acrylics.  My artwork is posted on my website: tomportzfineart.com.

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