Tom is a Senior Principal in our New York office with over eleven years of wealth management experience. He provides comprehensive financial planning, tax strategy, and investment management services (public and private markets) to high-net-worth individuals and families. Tom leads his team's corporate executives and young professionals business line. Tom also assists with portfolio management responsibilities, business development and marketing efforts, and client relationship services. Prior to joining Cerity Partners, Tom was a Relationship Manager and Wealth Planner for over six years at Douglas Lane & Associates LLC, a registered investment advisor in New York. Tom provided a variety of services to high-net worth-individuals and families including comprehensive financial plan delivery, portfolio management services and overall client relationship management. Prior to Douglas Lane, Tom worked at Morgan Stanley as a registered client service associate in wealth management managing day-to-day client relationship needs, client onboarding, and trading services.