Overview
Tom retired from his full time role as Trustee and Investment Advisor in 2020. He served the firm as a Managing Director and shareholder for 17 years.
Tom remains affiliated with the firm serving as a trustee and providing estate settlement services for certain families and charitable organizations.
Tom travels between Manchester, Massachusetts and Brunswick, Maine with his family and joined Northeast in 2003. He was a longtime member of the Boston Estate Planning Council.
Education
Amos Tuck School of Business Administration at Dartmouth College, M.B.A. – 1987
Bowdoin College, A.B. – 1980