Tom, our firm’s Senior Managing Partner, has vast experience and knowledge of wealth management and the financial services industry. Initially as an investment advisor, then advancing into management roles at Merrill Lynch and Morgan Stanley.
He leveraged his experience, investment insight and client-centric focus to start his own independent wealth management firm, creating Clapboard Hill Private Wealth. Tom brings objectivity and transparency into the individuals and high net worth families that he works with.
Tom is very active in the Westport community, where he has resided for the past 26 years with his wife, Ann-Marie, raising their four children. Tom is a graduate of Adelphi University, where he majored in finance and has taken several industry focused courses throughout his 25 year career in order to stay current and informed as the Private Wealth Management industry has evolved.