Tom is a business development officer at CIBC Private Wealth with over 15 years of industry experience. In this role, Tom is dedicated to growing the AssetMark channel for CIBC, and he partners with financial advisors to bring the full breadth of CIBC’s offerings to their high-net-worth clients.

Prior to joining the firm, Tom served as a regional director at Park Avenue Securities, where he consulted with financial advisors and clients in their agencies throughout the Mid-Atlantic region. Previously, he served as a regional director and divisional vice president at Orion and Brinker Capital Investments. Throughout his career, Tom has partnered with financial advisors to build tailored investment solutions for high-net-worth clients that align with their unique financial plan.

Tom earned a Bachelor of Science degree in mathematics from the University of Glasgow in Scotland, and a Master of Business Administration in leadership from Franklin Pierce University. Tom holds the Certified Investment Management Analyst (CIMA®) designation, as well as FINRA Series 7 and 66.