Thomas J. Hanlon, CFA, CFP®, CEBS

Tom has twenty-five years of experience serving high-net-worth clients in the Western New York region. Since joining the team in 2005, he has overseen research activities, managed client portfolios, and significantly 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.

Tom's educational achievements include a BS in Business Management from Canisius College and an M.B.A. in Finance from the State University of New York at Buffalo. He holds several professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) licensee, and the Certified Employee Benefits Specialist (CEBS) designation from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.

Outside of his professional commitments, Tom serves on the board for local non-profits showcasing his commitment to community involvement.