Tom Sudyka, CFA®
“Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to remaining an independent investment management firm really aligned with my beliefs in the beginning. It still does.”
Tom brings more than 30 years of experience to the Lawson Kroeker team. He earned a bachelor’s degree in finance from Creighton University, then received his MBA from the University of Nebraska while working at his first full-time investment job.
Some of his earliest education toward money was gained when his grandfather took him to the Nebraska horse racetracks between the ages of six and 12. It was there that he first learned about odds, math, predicting, investing and how to handle (or how not to handle) money.
Tom became a Chartered Financial Analyst (CFA®) in 1989, which is considered the “gold standard” in the investment world. He also earned the chartered analyst in philanthropy (CAP) in 2018, motivated by a desire to learn additional ways to help Lawson Kroeker clients.
When Tom decided to leave the institutional investment world, Omaha was a natural choice because he had grown up here. On a professional level, the investment community in Omaha is well respected, yet not cut-throat competitive. “When talking with different investment firms nearly 20 years ago, I knew right away that the chance to spend most of my time and investment efforts on a small group of clients at Lawson Kroeker was appealing,” says Tom. “It was also appealing to know that Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to remaining an independent investment management firm really aligned with my beliefs back then. It still does.”
Tom feels that not being constantly bombarded with Wall Street’s “need to do something” allows him to really take the time to listen and think about what investments are truly appropriate for clients, as well as to consider the type of investment advice that makes sense for the long term.
He enjoys working with budding young basketball players, as well as just shooting baskets and playing the game himself, even though Tom says, “I’m old, slow and never was very good.”
He has also been a trustee on the St. Cecilia Cathedral Educational Endowment for years and serves with the Archdiocese of Omaha, where he is currently chair and trustee for the Omaha Archdiocesan Educational and Parish Endowment Funds, as well as a member of the Archdiocese of Omaha Investment Committee.
Tom is married to Kathryn, and talks with pride about his three sons: Thomas, Stephen and David.
Send Tom Sudyka, Partner and Portfolio Manager, an email: email@example.com