General Investing >> Money Manager Interviews >> October 5, 2009

A Global Macro Investment Strategy – Thomas J. Sowanick – Omnivest Group Llc

Thomas J. Sowanick is an industry veteran with 29 years of financial services experience. He is currently Co-President and Chief Investment Officer of Omnivest Group LLC. Prior to 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 finally 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 has been recognized by Institutional Investor and Harvard Business School, and is featured periodically on Bloomberg TV and Fox Business TV. Tom received a bachelor's degree in economics and literature from American University, and pursued graduate studies in economics from the same school. He holds Series 7, 63, 24, 86, and 87 securities licenses, and was recognized as an Institutional Investor All American. Tom is widely published in the global economic arena. Profile
TWST: Why don't you start with an overview of Clearbrook Partners and Omnivest Group?

Mr. Sowanick: Clear-brook Partners is a wealth management firm located here in Princeton, New Jersey. Clearbrook