Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Park Avenue
Client Advisory
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.