Tom Perks, Chartered FCSI, investment manager within the Birmingham
office of Quilter Cheviot, has been appointed as the new branch
president of the Chartered Institute for Securities & Investment in
the city. Tom takes over the reins from Mark Rogers, Chartered MCSI, of
Succession Wealth.
Tom started his career in investment management in 2008 and became a member of the CISI shortly afterwards. Having previously held positions at Rathbones and Tilney (now Evelyn Partners), he joined Quilter Cheviot in 2017, the same year he joined the Birmingham branch as a committee member.
During his time with the CISI, Tom launched the Young Professionals’ Network and organised many other social events for members in the region. In addition, he has presented to students of all ages from across Birmingham, to encourage membership of the organisation and to assist those looking to pursue a career in financial services.
Tom said: “It’s an honour to be made president of the CISI committee and I am thrilled to carry on the fantastic work of our incumbent president, Mark Rogers, Chartered MCSI. Mark led the committee excellently, both before and throughout the pandemic, and played a key role in our adaptation to a new way of delivering for our members.
“I’m also excited by how many new faces we have on the committee in Birmingham and look forward to working with them over the years to come. We will continue to deliver our financial education service to those from across the city of Birmingham and build upon our relationships with local schools and universities.”
Tracy Vegro, CISI chief executive said: “On behalf of all of us at CISI I am delighted to welcome Tom’s appointment as the next president of the Birmingham branch. He is following in Mark Rogers’ stead and the Birmingham committee is thriving. Huge thank you to Mark and many congratulations, once again, to Tom.”