Client Advisory


Tom is a Senior Principal in our New York office with over eight years of wealth management experience. He provides comprehensive financial planning and investment management services to high-net-worth individuals and families. Tom also assists with portfolio management responsibilities, business development and marketing efforts, and client relationship services.

Prior to joining Cerity Partners, Tom was a Relationship Manager and Wealth Planner for over six years at Douglas Lane & Associates LLC, a registered investment advisor in New York. Tom provided a variety of services to high-net worth-individuals and families including comprehensive financial plan delivery, portfolio management services and overall client relationship support. Prior to Douglas Lane, Tom worked at Morgan Stanley as a registered client service associate in a wealth management where he handled day-to-day client relationship needs, client onboarding, and trading services.


  • B.S. in Business Administration from the State University of New York at Geneseo


  • Certified Financial Planner™
  • Men’s Basketball Captain at SUNY Geneseo (2013-2014)

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