As an executive director of client advisory, Tom serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ unique financial and personal objectives.

Tom provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.

Prior to joining Crestone, Tom worked at Goldman Sachs in Chicago where he managed ultra-high-net-worth clients and foundations. In this role, he was responsible for developing each client's long-term strategic asset allocation, as well as evaluating internal and external investment managers for client portfolios. Before this, Tom 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. He is a CFA® charterholder.

Tom serves on the Crestone Risk Committee.

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

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