Tom Sowanick’s Biography

Tom is an industry veteran with 30 years of financial services experience. Prior to joining OmniVest, Tom was the CIO for Clearbrook Financial and held several senior executive positions at Merrill Lynch, including Chief Investment Officer for the Private Client Group.
Tom also has the unique experience of leading ML’s global macro research effort where he was responsible globally for economic research, equity and debt market strategies, currency and commodity research and technical analysis. This role gave Tom the unique experience of crossing many silos to create a truly independent research product that covered many market sectors. Tom traveled extensively throughout the United States and the world. He traveled more than fifty times to Asia, Europe and Latin America during his tenure.


While serving the Merrill Lynch Private Client Group, Tom was responsible for creating the RIC report for Financial Advisors and their clients. This report was recognized as a very relevant and popular research tool for ML clients and financial advisors. Today, Tom continues to prepare a weekly report to a subscriber base that continues the tradition of the RIC. Tom uses his weekly reports to provide a unique perspective of the latest macro-economic events and, importantly, provides insightful ideas on how to position portfolios in response to global trends.

Tom has been recognized by Institutional Investor twelve consecutive years as an All Star Fixed Income Strategist and also by Harvard Business School. Tom is featured periodically on Bloomberg TV/Radio, Fox Business TV/Web Live/Radio and CNBC. Tom received a bachelor’s degree in economics and literature from American University, and pursued graduate studies in economics from the same school. He has held Series 7, 63, 24, 86, and 87 securities licenses. Tom is widely published in the global arena for his economic and financial market insights.