Tom has over 20 years’ experience in the securities industry. He has been with McDonald Partners LLC for over 10 years and is responsible for the Managed Assets programs and analytical support to the Financial Advisors. He has been involved with developing strategic asset allocation programs for institutional clients such as Foundations, Endowments, ERISA Plans and high net worth individuals. Tom was also instrumental in developing and implementing an Investment Consulting Process to over 500 financial advisors at his previous employer, McDonald Investments. This process encompassed current portfolio analysis, optimal portfolio development, investment policy creation and investment program implementation and monitoring.
Tom successfully completed the Center for Fiduciary Studies Certification course, earning the designation of Accredited Investment Fiduciary Auditor (AIF®). He was a member of the Mutual Fund Due Diligence committee and was the chairperson of the Managed Assets Group Investment Committee at McDonald Investments. Tom has earned the Series 7, 9, 10, 24, 31 and 66 licenses.