With over three decades of industry experience, Tom has led his team, alongside his partner Andrew Shantz, in helping simplify the complicated financial lives of their ultra-high net worth clients. Tom strives for constant improvement and evolution within the team’s processes, keeping their core values – put the needs of clients first, communicate regularly and consistently, take pride in everything you do, enjoy your work, and seek balance in your life – at the center of what they do.
“Through my entire career, I’ve been helping clients answer the question: ‘What does wealth mean for me, my family, the people we love, the community we live in and the institutions we care most about.’”
Tom’s unique perspective on wealth management allows him to foster multi-generational relationships with his clients, and his extensive experience and network of experts help him develop solutions specific to each of their individual needs. Tom and his team offer comprehensive planning and integrated investment solutions focused on enhancing, protecting, and transferring wealth.
Outside of UBS, Tom and his wife Tizzie live in Vero Beach, FL as empty-nest parents of their two children Nico and Jax. Tom and Tizzie are members of Waccabuc Country Club and The Moorings and enjoy golf, travel, wine, hiking, and most of all, family time. Tom believes in upholding his core values in all that he does. For over two decades, he and his wife have ridden in the 192-mile Pan Mass Challenge cycling event to raise money for cancer research at Dana Farber Cancer Institute. Tom also remains a strong supporter of the Mill River Collaborative, a group that builds and maintains a world-class green space for the Stamford community. He is a two-time Ironman triathlon finisher and can still shred it on the guitar like he did in college.
thomas.mantione@ubs.com
Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®
1701 Highway A1A,Vero Beach,FL,32963