First starting as an intern in June 2010, Tom has evolved into his current role as an advisor, investment analyst and co-portfolio manager. He is instrumental in building our investment models and specializes in investment research, portfolio asset allocation and financial markets analysis. He is responsible for developing many of the internal software systems and infrastructure critical for the daily operations of the investment management team.
He holds the FINRA Series 6, 7, and 66 securities registrations. Additionally, he holds the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies. Tom is a graduate of the University of Miami, where he earned a bachelor’s degree in business administration and finance. He successfully passed Level I & II examinations of the Chartered Financial Analyst® program and is working towards completing level III.
Tom’s biggest joy is spending time with his wife and two young daughters. He is involved with his temple’s young professional group, is an avid car enthusiast and skilled baker.
