Tom serves as President, CEO and Director of Investment Services for Investment Trust Company. In his current role, Tom also chairs the Manager and Fund Selection Committee and overall leadership for the firm. Tom has over 30 years of experience in banking and finance and 20 years in management with ITC. Previously, he held senior positions in New York as National Product Manager for Managed Accounts for Prudential and at Chase where he served as CFO for the division, Director of Marketing and Director of National Expansion. He is a graduate of Dartmouth College and holds the designation of Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA).

What do you enjoy most about your role?

“I enjoy working with clients and finding the best investment fit for them as well as helping them figure out how they want to use the money they have.”

Where can we find you outside the office?

“You can find me mogul skiing in the winter/spring and biking in the summer/fall. I also like to travel and visit grown children living on the East and West Coasts.”

BACK TO TEAM