Tom is an experienced investment professional with a diverse background in both corporate finance and asset management. With a strong foundation as a former financial analyst and asset manager for a multi-billion-dollar real estate company, Tom brings a unique blend of strategic insight and hands-on investment expertise to managing client assets.
As a financial analyst, Tom developed a deep understanding of financial modeling, performance analysis, and corporate valuation within a public company setting. This experience provided a comprehensive perspective on how market dynamics and company fundamentals intersect, allowing him to make well-informed investment decisions with a strong emphasis on risk management.
As an asset manager, Tom honed his skills in real estate valuation, portfolio diversification, and identifying high-potential investment opportunities across commercial and residential properties on behalf of institutional investors. He successfully led value-add strategies and managed a diverse portfolio, driving consistent returns while mitigating risks in a complex and volatile market.
Today, as an advisor, Tom leverages this multifaceted background to provide clients with customized, data-driven investment strategies that balance risk and growth. His comprehensive knowledge of both public market analysis and private asset management allows him to evaluate a broad range of investment opportunities and deliver tailored solutions that align with clients' long-term financial goals. With a commitment to delivering strong, risk-adjusted returns, Tom combines in-depth research, strategic foresight, and disciplined decision-making to effectively manage and grow client wealth.
Tom holds a bachelor’s degree in economics and an MBA, both from Queen’s University. He also successfully completed the Certified Financial Planner (CFP) examination and is life insurance licensed.
