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As the Executive Vice President and head of Wealth Advisory, Tom applies 30 years of industry experience directing the implementation of the firm’s multi-asset class investment philosophy and discipline in institutional and high net worth portfolios.

Tom began his career at Brinker Capital as the vice president of the Investment Management Group supervising the due diligence, performance measurement, investment strategy, relationship management and new accounts departments. Previously, Tom held the position of vice president at Davidson Capital Management where he served as a portfolio manager for institutional and high net worth accounts as well as an equity analyst covering the telecommunications and technology sectors.

Tom is an investment and asset allocation commentator and accomplished speaker. His views have been featured in various business news media, including CNBC, The Wall Street Journal, Associated Press, Bloomberg U.S., Bloomberg Asia, FOX News, BusinessWeek and Foundation & Endowment Money Management and he has presented at numerous conferences and events across the country. Tom is a board member of Orion Cash & Credit, which offers private banking services to the clients of financial advisors.

Tom is an honors scholar and summa cum laude graduate of James Madison University with a B.A. in Economics. He also holds FINRA series 7, 63 and 65 licenses and has earned the CFA designation. In addition, he is a member of the Financial Analysts of Philadelphia and the CFA Institute.