$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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Senior Vice President–Investments
Tom began his financial services career in 1986 with Morgan Stanley. He focuses on financial planning*, estate planning strategies & corporate services. Originally from Cape Cod, MA; he grew up in Naples, FL and moved to Orlando to attend The University of Central Florida, where he received his Bachelors of Arts in 1987. Together with his wife Lori, they reside in Windermere. Socially, they are involved with Harbor House, UCF Foundation and The Thomas & Lori Cleary Endowed Scholarship Fund at the University of Central Florida.
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Education
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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
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