Prior to joining Cerity Partners, Tom was the Chief Financial Officer (CFO) and an Executive Partner of EMM Wealth for more than twenty-four years, leading the financial and administrative services of the firm. He was also a member of EMM’s executive, investment and strategic planning committees. During part of his tenure as the CFO of EMM Wealth, Tom served as the CFO and Treasurer of the Lehman Brothers Trust Company, N.A., and LBTC Delaware. He was part of a key employee group that transitioned the EMM business out of Lehman Brothers. Earlier in his career, Tom worked as an audit manager at MR Weiser & Co., LLP (now Mazars USA) and J.R. Beyda and Sons, spending over seven years in public accounting.
Tom is a Certified Public Accountant (CPA). He received his Master of Science degree in Accounting from the State University of New York at Binghamton, and his Bachelor of Science in Business Economics from the State University of New York at Oneonta. Tom currently serves on the board of directors of the State University College at Oneonta Foundation.