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Biography

Tom is a Partner in the Boston office and a member of the Wealth Management practice. He is focused on helping guide each client on their financial journey by establishing personal goals and providing comprehensive guidance. 

Prior to joining Cerity Partners, Tom was a partner and senior wealth advisor of Prio Wealth for over 23 years before joining the firm in January 2025. Before joining Prio Wealth, Tom worked as an investment manager for Fleet Investment Advisors and as a senior municipal analyst with Federated Investors. He has obtained the Chartered Financial Analyst© and Certified Financial Planner© professional designations. 

When Tom is not assisting clients, he enjoys sailing, golf, and squash in Boston and Little Compton, RI. 

Learn more about my practice.

Education

  • B.S. Mathematics, St. Lawrence University 
  • B.S. Mechanical Engineering, Columbia University 
  • MSIA, Carnegie Mellon University 

Highlights

  • Board Member, Vice Chairman, Carleton Willard Village, Bedford, MA 
  • Board Member, Swan Point Cemetery, Providence, RI 

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