Tom is a vice president and portfolio specialist at Raymond James Investment Management. Prior to joining the firm in April 2023, he was a vice president and portfolio specialist for Chartwell Investment Partners (an affiliate of Raymond James Investment Management). He began his career as a financial advisor with PaineWebber, and held various positions at Ibbotson Associates, Geneva Advisors, and Pacific Income Advisors.
Education:
- B.A. in economics from Johns Hopkins University
- MBA in finance from the University of Notre Dame
- Holds the CIMA® designation
- Holds the ChSNC® designation
- Series 7, 63, 65