Thomas Segerstrom

Thomas Segerstrom, CFA, currently serves as an Investment Consultant at Mercer within the US Wealth division, where he specializes in providing tailored investment solutions for non-profit clients, including endowments and foundations. In this role, Thomas partners closely with senior Investment Consultants and client stakeholders to manage discretionary assets as an outsourced chief investment officer (OCIO). His responsibilities encompass developing and implementing strategic asset allocations, conducting rigorous portfolio reviews, and presenting comprehensive market and economic outlooks during quarterly investment committee meetings. His expertise in econometrics and data analysis, coupled with his proficiency in tools like Stata and Microsoft Word, enables him to deliver data-driven insights that inform capital market return expectations and optimize portfolio performance.

Prior to joining Mercer, Thomas gained valuable experience as an Investment Analyst in Vanguard’s outsourced CIO practice from 2022 to 2024. There, he honed his skills in investment management, asset allocation, and risk assessment, working on diverse client portfolios and supporting the development of investment strategies aligned with client objectives. His academic background includes a magna cum laude B.S. in Mathematical Economics from Gettysburg College, which provides a strong quantitative foundation for his work in investment analysis and financial modeling.

Thomas’s skill set extends to areas such as money movement, inventory management, and Java programming, reflecting his versatile approach to investment consulting. His ability to synthesize complex economic data with practical portfolio management strategies makes him a trusted advisor for non-profit clients seeking reliable, data-driven investment solutions. With a focus on reliability and strategic insight, Thomas continues to enhance Mercer’s client offerings by leveraging his analytical expertise and industry knowledge to support long-term financial sustainability for his clients.