Tom has guided, counseled and advised multi-generational families and small institutions for over 30 years. At Prio Wealth he provides thoughtful and dynamic investment and wealth advisory solutions appropriate for each client’s financial and investment goals. He joined Prio Wealth in 2001, and is a Managing Partner of the firm. He also leads Prio’s Operations & Compliance Committee.
Prior to joining Prio Wealth, Tom was a Vice President and Portfolio Manager at Fleet Investments. At Fleet, he managed investment portfolios for high-net-worth clients and charitable funds. Tom began his career in financial services as a Senior Municipal Analyst at Federated Investors.
He is a graduate of St. Lawrence University with a Bachelor of Science in Mathematics, and Columbia University with a Bachelor of Science in Mechanical Engineering. He completed his MBA from Carnegie Mellon University and is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™. Tom is a member of the CFA Institute and CFA Society Boston. Tom is a member of the Board of Directors and Investment Committee for the Swan Point Cemetery, and a member of the Board of Directors and Chair of the Investment Committee for the Carleton-Willard Village.
Tom’s personal priorities include sailing and spending time with his family in Little Compton, Rhode Island.