thinkorswim Advisors, Inc. (TOS Advisors) is an SEC registered investement advisor, with offices in Chicago and Bloomfield Hills, Michigan. We offer investment solutions to high net worth individuals, registered investment advisors, and institutions worldwide.
Our clients also include pension plans, corporations, financial institutions, and foundations. Our goal is to deliver strong consistent investment results through traditional, alternative, and return enhancement investment products, at a cost far below industry norms, allowing our customers to earn their investment objectives quicker.
TOS Advisors is committed to making and saving you money. We don't predict market direction or try to pick the next hot stock. Rather, we apply our expertise to create a uniquely tailored plan that balances your tolerance for risk with your expectation for future returns. We have a unique combination of the required industry expertise, know-how and the state-of-the-art technical capabilities offered by our home-grown analytical software. Our extensive experience in the options arena allows us to support sophisticated professional trading strategies and deliver them to our clients.
Steve Rashis began his career at the Chicago Board Options Exchange (CBOE) in 1986. He has worked as a CBOE market maker for more than 16 years, with 10 years experience in the S&P 100 Index pit, followed by 6 years as a market maker in the YHOO/NOK/HPQ. After leaving the CBOE in April 2002, Mr. Rashis joined thinkorswim and now primarily focuses on managing the firm’s enhanced index products and option advisory.
Mr Rashis is recognized as an industry expert in position management and teaches classes worldwide to both retail and institutional clients covering alternative portfolio analysis.
Tom Sosnoff is the Founder of thinkorswim Financial Group and the President of thinkorswim Advisors. Tom’s options experience spans over 20 years as a market-maker and trader on The Chicago Board Options Exchange.
As a result of his extensive options knowledge,Tom is seen as one of the options industry’s foremost experts as evidenced by his frequent quotations in financial publications such as the Wall Street Journal and Barron's. He has vast experience in index fund management and options hedging strategies.
TOS Advisors is led by Bob Stapleton. Before joining the thinkorswim Financial Group, Bob was Group Senior Vice president and Head of Standard Federal – Wealth Management, which is comprised of Private Banking, Investment Management, Trust Administration, and the Independence One Mutual Funds. Formerly, Bob served as Chief Investment Officer and Senior Vice President of Michigan National's Investment Services Division. Prior to these roles, Bob was the Director of Capital Markets for Michigan National responsible for investment and derivatives portfolios, foreign exchange, and government bond trading.
Earlier in his career, he was associated with the First National Bank of Chicago as a government bond trader, the American National Bank of Chicago as a trading department manager, and the Office of the Comptroller of the Currency for the United States Treasury Department as an assistant national bank examiner.
Paul came to TOS Advisors in 2002 as a Senior Investment Manager. His role is primarily in managing high net worth family assets.
Prior to TOS he served for 13 years with Michigan National Bank. Paul created the Private Banking Brokerage division , a customized investment service tailored to wealth management strategies for the banks elite. After graduating from Arizona State University, he spent 2 years with PaineWebberJackson as a registered representative.
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