Head of Consultant Strategy, Americas
Tom is the Head of the Consultant Strategy Team in the Americas and is responsible for overseeing the investment consultant relationships. Previously, he worked at J.P. Morgan's Private Bank. Prior to joining the firm, Tom managed the investments for the Corporation for Public Broadcasting's employees' savings program. Tom has an A.B. in political theory and history from Georgetown University. He holds Series 7, 24 and 66 licenses as well as the NFA Series 30 and 3 licenses.