As an Executive Director of Client Advisory, Tom works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation and overall financial analysis.

Prior to joining Crestone, Tom worked at Goldman Sachs in Chicago where he managed ultra high-net-worth clients and foundations and was responsible for developing each client's long-term strategic asset allocation, as well as evaluating internal and external investment managers for client portfolios. Tom also served as a Compliance Analyst in Switzerland through the Goldman Sachs Global Analyst Mobility program where he was responsible for developing and implementing business critical policy and procedures for the Swiss Bank amid rapidly changing regulatory requirements.

Tom received his Bachelor of Science in Business Administration from the University of Colorado Boulder, where he graduated with distinction. Tom is a CFA® charterholder.

Tom serves on the Crestone Risk Committee.

Apart from Crestone, Tom is an Investor for the Boulder Economic Council, a Member of CFA® Society Colorado, and a volunteer with Back on My Feet. In his spare time, Tom is an avid runner, having recently completed his fourth marathon.

What do you love most about being part of Crestone?
Working with an amazing Crestone team, advising successful entrepreneurs and families on ever-changing financial markets, and accessing some of the world’s best and most interesting investment managers.
What do you love to do outside of work?
Being outside as often as possible, whether running, biking, hiking, or snowboarding. I’m currently training for a marathon and rediscovering Colorado’s best hiking trails!
What is the most influential book you've ever read?
Outliers by Malcolm Gladwell