Tom’s passion as the Founder of Beacon Hill Private Wealth is grounded in over 20 years of experience at top firms in the financial services industry and based on his passion for helping others see their own goals more clearly, and then implementing a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way.
Tom brings a twenty-year track record as an accomplished wealth management and private banking executive with leadership positions in strategy, client experience and the development and deployment of investment management and banking products. During those years he provided solutions to meet the needs of high net worth clients and trained those considered to be elite advisory teams on how to best serve these clients. Tom ultimately came to the conclusion that an independent firm with a planning-first model and an evidence-based investment approach was better suited for clients. He decided to build a firm that would deliver just what he believed he and his family should expect and deserve from an advisory firm; now he is sharing that model with his clients.
Tom is a recent entrepreneur, but this is not the first time he has taken a leap to pursue his beliefs. He grew up in rural Ireland and headed to the United States Air Force Academy the day after secondary school graduation, with just an airline ticket in hand. He launched his career as a chemical engineer, quickly rising through the ranks and later deciding that he wanted to pursue a more dynamic career in finance.
Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® professional, and also holds the Retirement Management Advisor® and Certified Investment Management Analyst designations. He has a Master of Business Administration from the Stern School of Business at New York University and a bachelor’s degree in Chemical Engineering. Tom built a distinguished career at large institutions, including Merrill Lynch, Morgan Stanley and American Express. Beacon Hill Private Wealth is the capstone of that journey, where he can draw upon the best experiences he gained across these previous roles.
When he is not serving clients, Tom enjoys spending time with his wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. Tom’s personal fitness regimen includes cross-fit and ultra-marathon trail running. He is active in his children’s schools and sports organizations and the local Summit community.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks for CPWA® and Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®, as well as RMA® and Retirement Management Advisor. Use of CPWA®, CIMA® and RMA® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.