Team Member

In his role as portfolio manager, Tom works directly with clients to establish their investment objectives, then builds and manages complete custom investment portfolios to meet those objectives. In a career of over 35 years, Tom has managed as much as $1 billion for individuals, families, trusts, pension plans, and endowments. In his role as Chief Investment Officer, Tom helps guide the Wick Capital Partners Investment Committee, which is responsible for market research, investment due diligence, and portfolio construction, with a focus on investing for clients.

Outside of work, Tom enjoys family time with his two children, including skiing, biking, hiking, kayaking, squash, tennis, camping, and traveling.

Credentials/Designations:

• Chartered Financial Analyst®

Professional Experience:

• Chief Investment Officer and Portfolio Manager, Wick Capital Partners
• Managing Director & Portfolio Manager, Glenmede Trust Company
• Vice President & Portfolio Manager, Wilmington Trust Company
• Professional Options & Futures Trader, Various Firms
• Registered Representative, The Vanguard Group

Undergraduate Degrees:

• University of Pennsylvania: Bachelor of Science in Economics (Finance) from Wharton School, Bachelor of Arts in European History