Co-Head, Senior Director of the Custody Services
Tom is the Co-Head, Senior Director, of the Custody Services business at Millennium Trust. Tom is responsible for leading the strategic direction, developing new and existing business lines, and driving growth for the Custody Services division. Tom has experience in both traditional and alternative asset distribution and has been working in the financial services industry for over 25 years.
Prior to joining Millennium Trust, Tom worked for R.J. O’Brien & Associates as the director of the OASIS platform and AMG funds (formerly Managers Investment group) where he was responsible for the asset allocation solutions programs. Tom has also spent a number of years with Cargill Investor Services and Goldman Sachs in the early part of his career.
Tom holds a Bachelor’s of Business Administration in Finance from the University of Iowa – Henry B. Tippie College of Business, and holds his FINRA Series 7 and 63 licenses. Tom has also been a member of the CAIA organization since 2006.