Business Networking for Milwaukee-Area Catholics
Catholic Professionals Forum of Metropolitan Milwaukee
Building Our Christian Faith • Building Business Relationships
Business Networking for
Milwaukee-Area Catholics
Catholic Professionals Forum
Through monthly breakfast meetings, we connect with other Milwaukee-area business people, learn about community and government issues, and are strengthened in our relationships with Jesus Christ. We strive to conduct business each day in a manner guided by the Gospel message and by the teachings of the Church.
Catholic Professionals Forum of Metro Milwaukee holds monthly breakfast meetings (7:15-9 a.m.), except for a summer break. We usually meet at Westmoor Country Club in Brookfield – across Moorland Road from Brookfield Square. Registrations must be made in advance.
NOTE: Due to Moorland Road construction, access to Westmoor Country Club is only available to northbound traffic.
February 16 Speaker: Tom Carroll - on Faith-Focused Investing
Tom Carroll is president of Catholic Investment Strategies, fulfilling a long-term dream that started in his college days at the University of Wisconsin – Madison’s Applied Security Analysis Program. After decades in the financial world, including 26 years at Mason Street Advisors, the investment management subsidiary of Northwestern Mutual Life, Tom is now providing fellow Catholics a level of financial insight normally reserved to institutions.
When Tom left Mason Street Advisors, he joined Summit Investment Management, a Milwaukee-based firm with a unique sub-brand: Catholic Investment Strategies. As a committed Catholic, Tom enthusiastically turned this part of the company into a major priority. Under his leadership, it is now a viable way for Catholics to invest while staying true to the principles laid out in the United States Council of Catholic Bishop’s Investment Guidelines.
Besides being blessed to bring the light of Christ into a major industry he loves, Tom is happily married to Gwen with whom he has seven children.