Focus Areas
Tom is responsible for developing new client relationships and partnerships for Fiduciary’s distinctive suite of services. He works closely with individuals, families, organizations, and intermediaries to deliver customized solutions across wealth planning, investment management, fiduciary, custody, and philanthropic services.
Experience
Tom has over 25 years of experience in wealth management, financial services, and marketing consulting. Prior to joining Fiduciary, he served as a Business Development Officer for Corient Private Wealth in the New England region. Previously, he held client development roles at Eaton Vance Investment Counsel, Northwestern Mutual, and the Legacy Companies.
Community Involvement
Good Sports
Joslin Diabetes, Patient Advocacy
Worthwhile Life Foundation, Past Board Member
Hingham Sports Partnership, Past Board Member
Personal
A lifelong Bostonian, Tom now resides on the south shore with his wife and four college-aged children. He enjoys boating, golf, skiing, and an occasional pick-up hockey game.
