Senior Vice President, Regional Director
Tom oversees the investment sponsor, RIA, bank and broker dealer relationships in the Midwestern and Northeast regions. He brings over 20 years of investment distribution experience, focusing on both traditional and alternative asset classes.
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.
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.