No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Tom Simutis

Morningstar


Speaker Bio

Tom helps Morningstar Investment Management’s national account relationships make the best use of Morningstar’s Managed Portfolios and wealth management platform. He also oversees and helps support relationships with institutional clients where Morningstar serves as a subadvisor to investment products. Tom played an integral role in the launch of the Morningstar funds and provides input on strategy and direction for the firm regarding product and service offerings. Tom was previously a part of the senior leadership team at Envestnet, Inc and served advisors and asset managers in various roles. 

Tom holds a Bachelor of Science in History from Northwestern University. 

Speaker Sessions