Tom Watts

Tom Watts is CEO and Chief Investment Officer of Watts Capital Partners, LLC, a wealth management firm serving business owners and the private equity community. The firm provides its clients with financial planning, investment management, wealth protection and trust & estate planning. The firm has particular expertise in alternative investments including hedge funds, private equity, real estate and direct investment.

Recent family office real estate activities have included: 1) Investing with a large family office to fund development of Class A multi-family properties primarily in the sunbelt; 2) A program of opportunistic investments with a private real estate company to acquire and upgrade B Class apartment complexes in the Southwest; and 3) An innovative single family home (SFH) direct lending enterprise.

Prior to founding Watts Capital, Tom held investment banking and securities analyst positions with major Wall Street firms including Merrill Lynch, Bear Stearns and Cowen and Company. Tom was elected repeatedly to the Institutional Investor All Star Team, and was named one of the top stock pickers across all sectors by the Wall Street Journal. Tom began his career with management consulting firm McKinsey & Company.

Tom earned his B.A. degree from Stanford University and his M.B.A. from Harvard Business School. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, and holds, or has received waivers for, securities licenses 3, 7, 63, 65, 24, 79, 86, 87 and 99.

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