President and Chief Learning of Officer Family Legacy Council, LLC

Tom is a much sought after speaker for wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization and their advisors, The World Presidents Organization, Harvard University Business School, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations. Tom is a CPA and worked for several of the top accounting firms. He then continued to wealth management,
where he previously worked for StateStreet, BNY Mellon, and Wilmington Trust.