Tom and his wife Mary have been proud to call Anderson Township their home since 1975. They have two grown daughters and enjoy spending time with their three grandchildren. He is an avid bicyclist and enjoys college football and basketball. Tom has been active in numerous civic and charitable organizations over the years, and volunteers regularly at his church. And if you bring up American History, he will talk your arm off.
EXPERIENCE
- 40 years managing family investments
- 20 years as a Vice President at two New York Stock Exchange broker-dealers
- 3 years as compliance officer for a mutual fund complex in Cincinnati
- 5 years as the Director of Internal Auditing for the Federal Home Loan Bank of Cincinnati
- 3 years as an auditor at a “Big 8” CPA firm
TRAINING
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL - CFP®
- Investment Foundations™ certificate - CFA Institute
- CPA since 1974
- MBA with concentration in accounting, University of Cincinnati, ‘73
- B.S. cum laude, University of Cincinnati, ’70
- Ongoing continuing education for CFP® and CPA
MAGNATE ADVISORY SERVICES, LLC
Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Magnate Advisory and EnGarde! Investing are deeply-committed to evidence-based investing, which attempts to apply knowledge produced and recognized in current academic research to the investment process.
One of the world’s largest providers of financial services provides extensive services to Magnate Advisory and its customers, including execution and clearing of trades, custody of assets, monthly consolidated statements, web access, including a mobile app, and much, much more.
Our model portfolios use exchange-traded funds sponsored by industry-leading firms.
