Tom’s primary responsibilities include supporting the trading, rebalancing, and reconciliation processes for Modera’s client portfolios. Tom assists in the administration of Modera’s portfolio management system and collaborates and communicates with clients as needed. Tom works with advisors on client portfolio strategy and supports the Investment Committee on projects related to portfolio construction, manager due diligence, and overall investment research.
Chartered Financial Analyst®, Master of Business Administration
University of Massachusetts Lowell, M.B.A., Business Administration – Finance
University of Massachusetts Lowell, B.A., Business Administration