1 week ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Senior Associate,
Relationship Manager
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.
1 week ago
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