Thomas Pell
Manager, Client Service
Thomas Pell grew up in a family with a focus on finance and risk management. Born and raised in St Peter, MN, Thomas’ grandfather and father were in the real estate and insurance business. From a young age he was able to witness the impact that proper planning and finding the right professional partners provides in one’s life.
From there Thomas pursued a degree in financial management from the University of St Thomas. Post college Thomas spent time at Cambria, Morgan Stanley and RBC. It was at the last two firms where he found his fit – in finance to support advisors and clients implement plans and strategies to achieve their own personal goals. In the winter of 2022 Thomas joined Meristem’s client service team as a manager. In his work he provides operational support to Meristem’s advisors and client families.
WORK EXPERIENCE
Meristem
Manager, Client Service February 2022 – present
RBC
Registered Client Associate
Morgan Stanley
Investment Associate
Cambria
Assistant Gallery Manager
EDUCATION
University of St Thomas
BS, Financial Management