Senior Vice President–Wealth Management
Financial Advisor
Tom manages the group's customized investment portfolios through the firm's Portfolio Management Program (PMP)™,applying strategic and tactical disciplines with emphasis on risk management. Tom graduated from the University of Rhode Island with a B.S. degree in Finance and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining UBS, he was a Financial Advisor with Merrill Lynch. Tom spent the early part of his financial career as a commercial lending officer for Citizen's Financial Group, based out of Boston, MA.
Education
Credentials