Tom is the Chief Investment Officer at the Financial Consulate. He is a Certified Financial PlannerTM (CFP®) practitioner, a Chartered Financial Consultant® (ChFC®) and has the Chartered Financial Analyst® (CFA®) designation.
Tom graduated from Carnegie Mellon University in Pittsburgh with a double major in Applied Mathematics and Industrial Management. A native of the Bronx, New York, Tom came to Baltimore in 1987 and has spent his career in a variety of roles within the Financial Services industry. Tom has managed portfolios for large pension plans, college endowments and not-for-profit foundations. He has also managed IRAs and investment accounts for individuals. His passion is helping people, whether it is with their finances, physically moving them to a new home or serving at a homeless shelter.
At the Consulate Tom is responsible for investment research and is an integral member of the Investment Committee. He is seeking to find the right investments and asset allocations for our clients, so they can achieve their goals. Tom lives in a barn in Parkton, Maryland with his wife, Kim, and their five children, Harrison, Maddie, Isabella, Jackson and Carlo. Tom serves as the Finance Steward at his church. He also serves on the board of Somebody Cares Baltimore and is frequently found coaching recreation sports teams for his kids. Tom also still enjoys playing soccer himself.