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Biography

Tom is a 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.

Education

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

Highlights

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

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.