Tom Halatek

Tom Halatek joined Steele as a full-time Associate Portfolio Manager in May 2024. In his role, Tom provides clients with comprehensive investment advisory and financial planning services, working closely with the firm's Portfolio Managers to streamline the overall financial planning process. Tom holds a bachelors degree in Business Administration and Finance from Loras College and has passed the Series 65 Uniform Investment Advisor Law Examination. He is also actively studying to complete the Certified Financial Planner (CFP) exam.

Outside of work, Tom enjoys golfing, biking, and supporting his favorite Chicago sports teams.