Tom Roseen
Lipper

Tom Roseen is the Head of Research Services with Lipper. He is the editor and an author of Lipper's U.S. Research Studies, FundFlows Insight Reports, and FundIndustry Insight Reports. In addition, Tom is the author of the widely followed "Taxes in the Mutual Fund Industry." He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts, and podcasts, where he focuses on domestic and world fund performance and attribution. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance, and Lipper Leaders. Tom has appeared on TV and on various radio programs and has been cited in many of the industry's leading financial publications and the United States Congress.

Tom joined Lipper in 1996 from Janus and has worked in several positions, including portfolio, performance, board analysis services, and research.

Tom has a BS in finance from Metropolitan State College of Denver and a Master's in International Management from the University of Denver. Tom is a member of the CFA Society of Colorado.