Tom is a Senior Financial Advisor with Martha's Vineyard Investment Advisors and brings over 10 years of wealth management and financial service experience to the team. Tom works closely with individuals, families and institutions on a wide range of financial issues which include wealth management, financial planning, estate planning and family office services. He is also a voting member of the MVIA Investment Committee.
Before joining Martha's Vineyard Investment Advisors, Tom worked with HHG & Co in Darien, CT (now Wealth Enhancement Group) and Federal Street Advisors as a Director/Senior Advisor. Tom’s background and expertise include tax planning and preparation, M&A analysis, trust and estate planning, and managing private family foundations.
Tom has a degree in Finance from Appalachian State University, and is a Board Certified Financial Planner (CFP®). He and his wife own multiple businesses on the Vineyard, and are very active within the community, including serving as Treasurer and President of the Katama Association.