Tom is a Principal and Business Development Manager at Summitry. He primarily works with the Business Development Team and is responsible for engaging with new clients and guiding them through the onboarding process with Summitry. He also works with our firm’s various strategic partners to develop new value-add opportunities.
Prior to joining Summitry, Tom earned a degree in Political Science from the University of California, Los Angeles. He worked as a Group Manager at Fisher Investments and has 10+ years of experience in the industry, specializing in high-net-worth families and their unique planning needs.
Tom is a Bay Area native and currently resides in San Francisco with his wife and their identical twin sons. Tom is an avid Bay Area sports fan and enjoys spending time with his family, traveling the world, cooking, and running, skiing, and hiking throughout California.
