Tom’s professional commitment to his role as Director of Research encompasses overseeing research capabilities through in-depth review of investment management strategies and the performance of due diligence on third party investment managers all within a framework that includes the careful monitoring and analysis of global economic trends. As a key member of SlateStone’s Investment Committee, Tom’s capacity to take an enormous amount of research and translate it into digestible and relevant information is critical to the application of SlateStone’s investment approach. Tom also supports the wealth advisors in developing and implementing sound investment policies and practices for the firm and its clients.
Tom’s career expands 30 years, beginning first in the Research Department of a prominent Wall Street investment bank. Relocating to Florida, he ultimately joined Arch Financial Group as the firm’s Director of Research and subsequently joined SlateStone in the same role as the two firms combined.
Tom is a graduate of Pace University in Manhattan. He is a CERTIFIED FINANCIAL PLANNER™ Professional, CFP®.