Tom is a partner, a member of the Executive Team, and serves as a portfolio manager and head of Family Office solutions. Based in our Baltimore office, Tom works with colleagues across all of the firm’s geographies to ensure the seamless delivery of best-in-class investment performance, strategic advice, and timely service to our family office clients. In addition, Tom works directly with clients on their family’s investment strategy, and provides counsel on their financial lives and long-term family goals. Prior to joining the firm, Tom served for eight years as the founder and CEO of a major single-family office, managing the family’s investment portfolio and philanthropic efforts and overseeing the growth of significant private operating businesses.


  • Johns Hopkins University, MA
  • University of Cambridge, M. Phil
  • University of North Carolina, BA (Morehead-Cain Scholar)

Community Involvement

  • Board Member, National Advisory Council - My Brother's Keeper Alliance
  • Board Member, Federal Reserve Bank of Richmond
  • President, Board Chair, Leader, Sutton Scholars
  • President, Board Chair, Leader, Partners in Excellence
  • President, Board Chair, Leader, MedStar Harbor Hospital


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