Tom began his career in portfolio management in 1996, at BMO Harris Private Bank. After spending eleven years at Merrill Lynch, Tom became a partner in Warren Capital Management. This experience, combined with his in depth research and analysis of financial markets, provides the foundation for the management of custom portfolios tailored to each client's specific needs.
Tom is one of a limited number of financial advisors approved to manage customized client portfolios through the Private Investment Management (PIM) program. Assisting clients in reaching their financial goals by building a strategy from the ground up is Tom's passion, and is the basis to building enduring client relationships. The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Tom earned a Bachelor of Science degree in Aerospace Technology from Purdue University, and a Master of Science degree in Finance from the Wharton School at the University of Pennsylvania in Philadelphia. He holds Series 7, 66 and 24 registrations. Tom is a member of the Financial Analysts Society of South Florida and has served as a Program Chair for the Association for Investment Management and Research (AIMR).