2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2021
- 617.488.2700
-
One Liberty Square 13th Floor
Boston, MA 02109
Tom Keane
Senior Associate,
Relationship Manager
- Boston, MA
- Reservoir Dogs
- Sense of humor, sincerity, and generosity
Financial Advisors
Tom Keane is a wealth management financial advisor based in Boston, MA.
CAPTRUST welcomed Tom in 2021. He serves as a relationship manager and provides clients with financial planning, investment management, and multi-generational tax strategies support.
Tom joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a member of the wealth planning group and served as a client advisor.
Prior to joining RINET in 2019, Tom served as a consumer lending intern at RTN Federal Credit. Tom holds a Bachelor of Science degree in economics-finance from Bentley University.
He enjoys playing golf, the beach, and watching the New England Patriots.
Education
- Bachelor of Science in economics-finance from Bentley University
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Resources
4 months ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Resources
7 months ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
