Tom serves as Senior Managing Director and Partner in charge of acquisitions and expansion. Tom focuses on driving growth through expansion and acquisition, and is dedicated fully to recruitment for the firm. He has a wealth of experience in this type of role, having built some of the fastest growing teams across the country in terms of asset growth.
Tom is recognized as an organizational change agent and driver of profitable growth through creating employee, team, and client-centric environments and cultures. Throughout his career, he has held senior roles at Key Bank, Wells Fargo and BNY Mellon. Tom graduated with a Bachelor’s in Finance from St. John’s University and holds FINRA’s Series 24, Series 7, Series 63 and Series 66 credentials.
Outside of work, Tom spends his time volunteering and engaging in the community. He has served as a Board member of the Interfaith Nutrition Network, an organization helping families and children achieve self-sufficiency when faced with hunger and poverty. Currently he serves on the Board of Governors of St. John’s University and the Advisory Board of Tobin College of Business at St. John’s University.