Tom Guinane

Principal and Business Development Manager

About Tom

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.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    It means taking advantage of all of the different cultures, experiences, and outdoors that the Bay Area has at your disposal. I love going for a Saturday morning hike in Muir Woods followed by lunch at Sol Food, a fantastic little Puerto Rican restaurant in Mill Valley. Or going for a run in Golden Gate Park and grabbing a bite at a local microbrew afterward. Living in the Bay Area makes me appreciate both the beautiful part of the world that we live in, and all that different cultures and people have to share with each other.
  • Discuss a personal accomplishment that you’re particularly proud of.

    Running my first half marathon was a big accomplishment! I used to despise running, and I dreaded the thought of even running one mile for exercise. My wife introduced me to running and I fell in love. My first half marathon was a physical and mental achievement that I will always cherish. I’ve since run my second and hope to run my third as well.
  • Three words to describe the Bay Area?

    Diverse, ambitious, pioneering
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Kurt Hoefer, CFA®

Chief Strategy Officer