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.
Partner & Chief Solutions Officer
Tom is the Chief Solutions Officer and a Partner in the New York office. He has over ten years of experience in various investment management roles. Tom is a member firm’s Leadership Team.
Before joining Cerity Partners, Tom served as an Investment Analyst at Spero-Smith Investment Advisers where he was responsible for the due diligence and analysis of third-party managers and assisted in global market and asset allocation research. Prior to joining Spero-Smith, Tom worked as a Registered Investment Advisor in Syracuse, NY, where he researched a factor-based investment strategy. He started his career as an analyst in the Corporate Debt Products group at Bank of America in Boston, where he worked on a team that managed the bank’s exposure to a portfolio of middle market and multinational companies.
Partner & Deputy Chief Investment Officer
Annual Economic & Market Outlook
Persistent inflation, carried over from 2021 and exacerbated by the Russian invasion of Ukraine and the imposition of harsh sanctions on Russia by the Western allies, was the primary driver of the global economy and markets in 2022...
Economic & Market Update
Despite the persistency of inflation and the magnitude of rate increases in 2022, the economy has generally remained resilient, buoyed by the inherent strength of the U.S. consumer and a strong labor market.
After a yearlong bear market marked by high inflation and several failed market rallies, central bankers around the globe may be closer to ending their aggressive tightening polices as the economy slows and inflation dissipates.
Partner & Chief People Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner & Chief Talent Officer
Partner & Chief Technology Officer
Partner, President & CEO
Partner & Chief Digital Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Partner & Head of Workplace Solutions
Partner & Head of Operations
Partner & National Practice Leader
Partner & Chief Marketing Officer
Partner & General Counsel
Partner & Head of Corporate Finance
Partner & Head of Portfolio Management
Partner & Chief Client Officer
Partner & Chief Training and Quality Officer
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.