Tom Loftus
Consultant and Investment Team Lead
Tom Loftus has spent his entire professional career serving 401(k) and 403(b) plans, with key expertise in the oversight and analysis of retirement plan investments. Tom has led a wide range of initiatives for clients, participates on PlanPILOT’s investment committee, and leads due diligence efforts on target-date and other multi-asset solutions
Tom is a Certified Public Accountant and a Level II Candidate in the CFA Program. He earned a Bachelor of Science in Finance and Accounting from Marquette University.
As a former recipient of the Evans Scholarship, a college tuition and housing scholarship for golf caddies, Tom remains very connected to the sport of golf. He is an avid golfer and supporter of the Evans Scholar Foundation. Tom additionally enjoys traveling, running, recreational sports, and spending time with family and friends.