Tom is a Senior Vice President at SAM. He has over 27 years in the business with the vast majority of his experience advising Ultra High Net-worth clients as a fiduciary. The early part of his career was helping grow a now multibillion dollar investment firm where he earned numerous accolades and recognitions. His reputation within the industry has taken him from the Family Office space in Florida to Private Equity for a national firm focusing on single and multi-family holdings.
Prior to joining SAM, Tom served as Head of Investor Relations and Senior Vice President where he advised and consulted with wealthy investors and institutions. During this time he held his series, 7, 63, and 65 licenses.
Tom earned his degree in Business with an Emphasis in Finance from Chapman University in Orange CA and is a highly decorated Navy flyer having flown 67 combat missions off the USS Ranger (CV-61) during Operation Desert Storm. He currently resides in Winter Park Florida and enjoys water sports and tennis.