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Jaclyn Campis
CFA, MBA
Director of Investment Management
As Director of Investment Management at Tomoro, Jaclyn Campis oversees the firm’s investment platform and portfolio strategy. Working closely with advisors, she translates market insights into thoughtful, diversified investment solutions tailored to each client’s needs. Jaclyn believes successful investing means looking beyond short-term market movements to build disciplined strategies that reflect each client’s goals, risk tolerance, and broader financial life.
Before joining Tomoro, Jaclyn spent more than a decade in New York City’s financial services industry, holding investment roles at Schroders and Credit Suisse. She specialized in multi-asset, fixed income, and alternative investment strategies, partnering with portfolio managers, investment leaders, and clients on portfolio construction, risk analysis, product development, and customized solutions for institutional and wealth management clients.
Jaclyn earned her MBA from Carnegie Mellon University, holds a bachelor’s degree in economics from Vanderbilt University, and is a CFA charterholder.
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August 2026: Tomoro Market & Portfolio Update
This Month’s Key Takeaways U.S. markets were mixed in July, as continued strength in corporate earnings and optimism around AI were offset by risin...
ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...
The Case for Including Bitcoin in a Diversified Portfolio
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The Big Beautiful Bill Act Is Now Law
What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...
Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
Legacy: What Does It Really Mean
Legacy: What Does It Really Mean? Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...
