Executive Vice President of Wealth Management and Co-Chief Investment Officer
With over 25 years of experience serving high-net-worth clients in the Western New York region, Tom is an experienced investment professional. As part of the Courier Capital team, Tom has overseen research activities, managed client portfolios and contributed to the firm’s investment strategy. Prior to his tenure at Courier Capital, Tom served as the Regional Manager & Senior Portfolio Manager for M&T Bank's Trust Division in Buffalo. His extensive background also includes roles such as Vice President & Senior Portfolio Manager at both M&T Bank and HSBC Bank, USA. In these capacities, he managed investment portfolios for high-net-worth clients, institutions, foundations, and employee benefit plans.
He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) licensee, and has earned the Certified Employee Benefits Specialist (CEBS) designation through the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. In his free time, Tom serves on the board of local non-profits.