Thomas W Parks, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director

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Main Number
(414) 226-3157(414) 226-3157
Toll-free:
(800) 558-7505(800) 558-7505

Thomas Parks is the founding member of Graystone Consulting – The Parks Group and has focused on striving to meet the needs of institutional investors since 1981. He has over 37 years of investment experience with Graystone Consulting, where he works extensively with corporations, retirement plans, foundations and endowments and other institutional investors. As an Institutional Consulting Director, Tom is responsible for strategic policy, portfolio optimization, and investment manager selection. He focuses on developing sophisticated asset allocation and investment strategies, conducting extensive research and evaluation on investment management firms, comprehensive investment and spending policy statements reviews, delivering performance measurement, monitoring services, and ongoing Trustee education.

A graduate of Michigan State University, Tom attended the Wharton Business School at the University of Pennsylvania, earning the Certified Investment Management Analyst (CIMA®) designation. He is frequently recognized by the firm as being an outstanding contributor to the development of best practices and fostering collaboration among colleagues.

The Parks Group was named to NAPA’s Top DC Advisor Team list (September 2017) and was a finalist for the 2016 and 2017 PLANSPONSOR Retirement Adviser of the Year award (February 2017, March 2016). Tom was recognized as one of the “Top 100 Retirement Plan Advisers” for 2007-2008, 2010-2018 by Plan Adviser, a publication of Plan Sponsor magazine. He was also named as one of America’s Top Institutional Consultants by Barron’s Magazine (April 2018, 2017, 2016, 2015), one of America’s Top 100 Advisors by Barron’s Magazine (April 2018, 2017, 2016, 2015, 2014, 2012), and one of America’s Top 1,000 Advisors by Barron’s Magazine (February 2013, 2011, 2010). Tom was recognized as one of the “Top 401 Retirement Advisors” by The Financial Times (May 2017, 2015), one of Forbes Magazine’s “Best-in-State Wealth Advisors” (February 2018) and one of the Top 10 Wirehouse Advisors in America (September 2009) by Registered Rep Magazine.

Tom lives in Fox Point, Wisconsin, and enjoys spending time with his wife, Susan, and their three children. Tom’s interests include adventure travel, tennis, golf, and numerous outdoor-related activities.

Securities Agent: AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1623222

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1As of December 30, 2017


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