SENIOR MANAGING PARTNER
Tom, Clapboard Hill Private Wealth’s CEO/Founding Partner, has extensive experience and knowledge of the Wealth Management business and the financial services industry. Initially as an investment advisor, then advancing into senior management roles at Merrill Lynch and Morgan Stanley.
Tom leveraged this experience, investment insight and client-centric focus to start his own independent wealth management firm in Westport, CT, creating Clapboard Hill Private Wealth. Tom brings objectivity, transparency and passion into each individual and high net worth family 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 been at the forefront on many industry initiatives throughout his career to stay current and informed as the Private Wealth Management industry is constantly evolving.