Tom is a Director on the Institutional Business Development Team at New York Life Investment Management responsible for single & multi-family offices, corporations, endowments and sub-advisory relationships. Prior to his role as Director on the Institutional Team, he spent eight years as an Advisor Consultant on the RIA Team covering the southeastern United States. While on the RIA team he provided financial advisors, research analysts, and chief investment officers at Registered Investment Advisory Firms, Private Banks, and Trust Departments with consultative support and investment recommendations across private funds, mutual funds, ETFs, separately managed accounts and CITs. He was a recipient of the Advisor Consultant of the Year Award five times during his tenure on the RIA Team. He joined New York Life Investment Management in February 2011 and has held various roles as a hybrid wholesaler covering the northeast on the RIA Team as well as Internal Advisor Consultant covering Independent Broker Dealers & RIA’s responsible for annuity and mutual fund distribution. Prior to working at New York Life Investment Management, he was a Financial Advisor for Wealth Advisory Group LLC in NYC where he helped provide both capital markets thought leadership and portfolio construction advice to clientele. He earned a Major in Finance with a Minor in Economics from the University of Hartford and holds his FINRA Series 7, 6 & 63 licenses.