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Tower Square Investment Management delivers sound investment advice and insights, from the latest detailed market information to investment perspectives, and more. Our people are the intellectual foundation of the firm, and their skill and judgment is the essential ingredient in delivering unbiased thought leadership.

Our team of experts is here as a partner with you, helping financial professionals understand the complexities of the market by supporting them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Tower Square Investment Management team is available for one-on-one discussions.

Tower Square Investment Management uses a disciplined, regimented process to support clear long-term goals for investors. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, interest rates, the political environment, inflation expectations and consumer spending, Tower Square Investment Management is able to offer consistent portfolio advice.

Gene Goldman, CFA

Gene Goldman, CFA
Director of Research

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Rick Anderson

Rick Anderson
Investment Director

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Suehyun Kim, MBA

Suehyun Kim
Investment Director

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Brian Klimke, CFA

Brian Klimke, CFA
Investment Director

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Vaishali Kothari

Vaishali Kothari
Senior Investment Analyst

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Collin Martin, CFA

Collin Martin, CFA
Portfolio Manager

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Hristo Stefanov

Hristo Stefanov, CFA, CAIA
Investment Director

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