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Head of Wealth Management
Tom is a nationally recognized expert regarding the design and implementation of private placement variable annuities (PPVA) and private placement life insurance (PPLI) as part of a family’s overall tax-efficient investment portfolio. Tom also coordinates with investment managers to help them build an insurance dedicated fund (IDF) and promote their IDF to investors. He is a frequent presenter on the topics of tax-efficient investing and hedge fund investing including at the Opal Family Office Conference and the PPLI/PPVA Forum.
Tom was previously a founding partner at Lenox Advisors where he oversaw a $1.2B growth in assets under management. Tom graduated with degrees in Economics, American History and Chemistry from the University of Pennsylvania where he founded an a cappella group and competed on the varsity swimming team. He holds the FINRA Series 6, 22, 26, 52, 62 and 63 licenses.