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Tom Portz

 

     Proud father of two boys

 

     Wisconsin Native

     Currently living in Brookfield, Wisconsin

 

Professional Career

     Founder - Sterling Capital Management, Inc.

                   - Investment Advisors

                   - Portfolio Management

 

     Founder - Lumineux Corporation

                   - Design and patent development

About

Education

     Purdue, Cambridge, and  Oxford

 

Professional Credentials

     Certified Financial Planner (CFP)

 

Artistic Awards 

     Wisconsin Arts Alliance

     University of Wisconsin

Art Exhibitions

     2011 - Riverside Galleries

Other Accomplishments and Awards

     Awarded 10 U.S. Patents

     Awarded 6 Canadian Industrial

          Design Certificates (patents)

The Federal Reserve Bank of Chicago:     

       Certificate for Forecasting Excellence - 

          2021 Best Overall Forecast

     Milwaukee Magazine's award winner:

          11 time award winner 

          Five Star Wealth Manager -

          Best in Client Satisfaction

     Numerous financial quotes and articles

 

 

 

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