THOMAS ROSENFIELD, J.D., CAE – President
Thomas Rosenfield is an executive leader with more than 25 years of experience at the intersection of financial services, public policy, and institutional governance. At HillStaffer, he serves in dual roles as President – guiding firm‑wide strategy and its successful growth across multiple sectors – and as Financial Services Practice Leader, advising banks, asset managers, insurance companies, and family offices on governance, regulatory strategy, and operational excellence to reduce regulatory risk, strengthen board oversight, and improve execution on complex cross‑sector initiatives.
Tom’s career bridges both public‑sector advocacy and private‑sector operations. He is recognized for his bipartisan advocacy, coalition‑building, and leadership, with a track record of forging consensus among diverse public‑ and private‑sector stakeholders. Earlier in his career, he served as an executive in financial and operating organizations, including as Chief Operating Officer of the Zevulun (Schottenstein) Family Office, where he helped institutionalize governance and investment processes; President of Expansion Funds America, where he guided investment management and client service for approximately $1 billion in corporate retirement plan assets; and Head of Public Sector Trading at Cantor Fitzgerald, where he led sales and trading efforts with state treasuries, public retirement systems, and municipalities.
A trusted voice in governance and strategy, Tom serves on the Board of Directors for ASAE Business Services Inc. (Investment Committee), the Board of Trustees for Xavier University of Louisiana (Investment and Business Affairs Committees), and as Chair of the Investment Committee for the Milton Gottesman Jewish Day School, where he helps advise on and oversee endowment and investment assets totaling more than $500 million. Tom also serves on the Advisory Board of Harmony Asset Management.
Tom frequently speaks on regulatory issues, organizational leadership, and cross‑sector collaboration. He holds a B.A. in economics from Haverford College, with a finance concentration at the Wharton School, and a J.D. from Tulane University School of Law. He has held NASD (now FINRA) security licenses including Series 7, 24, 63, 65, and 66.