Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tom is a Wealth Advisor at The Colony Group. He supports a team of counselors providing a wide range of wealth management and investment advisory services to high net worth individuals, families, and corporate executives.
Prior to working at The Colony Group, Tom worked as an Account Officer at F.L. Putnam Investment Management where they provided investment and portfolio management for high net worth individuals and institutions. He also previously worked at Centinel Financial Group where he held his Series 7 and Series 63 licenses.
Tom graduated from Babson College with a Bachelor’s of Science in Business Administration with concentrations in Finance and Entrepreneurship. He also played four years of hockey. In his spare time, Tom enjoys spending time with family and friends, traveling, playing golf, and doing anything active.