While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
Tom has been dedicated to serving clients in the financial services profession for the past 40 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading.
As Chief Investment Officer for Napier Financial, Tom designs custom investment portfolios to help our clients achieve their financial objectives. In conjunction with our rigorous financial planning process, Tom identifies key investment opportunities, determines strategic asset allocation, monitors investment performance, and communicates our investment outlook.
Throughout his career, Tom has held various leadership positions. Prior to joining Napier Financial (formerly US Wealth Management) in 2013, Tom spent the majority of his career as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sectors. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for implementing profitable trading ideas and successful trading strategies.
Tom currently lives in Boston with his wife and son. He enjoys cycling, skiing, baking bread, and is a tropical fish enthusiast.
Affiliations, Memberships, and Education
- CERTIFIED FINANCIAL PLANNER™
- B.A. in History from Gordon College
- Financial Planning Program at Boston University’s Center for Professional Education