EXECUTIVE DIRECTOR
Thomas brings more than 25 years of experience in management and advisory roles at financial services firms, including UBS, Morgan Stanley and Prudential Advisors. With deep experience across the wealth management industry, Tom has spent much of his career as a trusted advisor to multi-generational families of wealth.
A graduate of Fordham University, Thomas holds Series 7, 9, 10, 63 and 65 Securities licenses and New York State Life and Health licenses. He serves as a board member of the Babies Heart Fund Columbia University Medical Center, an Honorary Usher at St Patrick’s Cathedral and is an avid runner who enjoys yoga, reading and fitness.
