Thomas O. Jeppesen, CFA®

Thomas has more than twenty years of experience in the Financial Services Industry. After a brief law career in his native Denmark, Thomas became a consultant at Cambridge Associates where he served institutional investors and ultimately advanced to the role of Managing Director. After 12 years advising other organizations, Thomas became Deputy Chief Investment Officer at Novant Health where he helped manage the hospital’s $3.5 billion portfolio. He left Novant for a brief stint as Chief Financial Officer for a government consulting firm but remained involved in the profession as a member of a non-profit Board. Thomas joined TFA in 2023 as Director of Research where his diverse background and extensive experience choosing and evaluating investment managers and strategies further enhances our capabilities.

Thomas holds master-level law degrees from the University of Copenhagen and Université de Paris II as well as a Master of Business Administration from Georgetown University.

He has earned the highly respected Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the CFA Society of Washington D.C. Thomas is also an Investment Committee Board member for Randolph-Macon College.