Tom has over 23 years of experience addressing the complex investment needs of ultra-high-net-worth individuals and institutional clients. Tom utilizes asset allocation and risk management strategies to design equity and fixed income portfolios that align with client’s investment goals and tolerance for risk. Prior to joining Alex. Brown, Tom worked in a similar capacity in the Private Client Groups at both Morgan Stanley and Credit Suisse.

Tom holds an MBA from the University of Chicago Booth School of Business with concentrations in Finance and Accounting and a B.S. in Psychology from the University of Illinois Urbana-Champaign. Tom resides in Gurnee, IL and spends most of his free time with his wife and three daughters.