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Chief Investment Officer
Valeo Financial Advisors
Tom Askey and his team manage over $10 billion in assets and more than $20 billion in net worth. His role is to curate a selection of investment options that help clients achieve their financial goals. “I’m passionate about analyzing businesses and market trends, using those insights to identify investment opportunities,” he said. “This approach plays a crucial role in helping families and businesses navigate complex financial landscapes.” Askey said building the team at Valeo—currently four but soon to be six—has been one of the most fulfilling achievements of his career.
Getting here: After college, Askey moved to Chicago to work as a consultant at Ernst & Young, where he helped large banks navigate the evolving regulatory landscape following the global financial crisis. In 2013, he returned to Indiana to work for Wells Fargo Asset Management (now Allspring Global Investments), where he focused on the health care industry and selected publicly traded investments for its funds. Valeo recruited him to run its investment platform in 2023. “The opportunity to join the executive team, build and grow a $10 billion investment platform, and help families through the wealth transfer was too appealing to pass up.”
First job: At 14, he worked the drive-thru at Burger King, “where we proudly claimed to be the fastest BK in the U.S.”
Givebacks: Penrod Society—he joined the organization in 2016 and was selected for the Leadership Team, which means he will be running the fair in 2026; instructor, DIME (Diversity Investment Management Engagement), a wealth literacy initiative with a mission to empower the next generation of investors.
Lesson learned: “I draw energy from those around me, so I make it a point to bring a positive attitude and energy to every situation.”•
Check out more Forty Under 40 honorees.
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