Tom serves an institutional clientele, with a focus on those managing between $2B-$100B. These include public and private pensions, trust companies, asset managers and family offices. Tom augments his clients' internal equity research efforts with company specific and industry-thematic analysis. He integrates strategies that help to optimize overall portfolio risk adjusted returns through the use of alternative investments, risk premia, real assets and FX.

A 1985 graduate of Duke University, Tom joined Alex. Brown & Sons in 1997 in institutional equities sales. He has remained with the company through its transitions with Bankers Trust, Deutsche Bank and, most recently, Alex. Brown, a division of Raymond James. Before that, he was a corporate insurance broker working primarily with CFO's on their corporate risk management.

Tom serves on the school board for the Archdiocese of Baltimore, and is a member of the School Finance Committee. He is also Chairman Emeritus for the Archdiocese of Baltimore's Partners in Excellence Scholarship Fund (PIE), which provides tuition assistance to families wishing to send their children to Baltimore City's parochial schools.

Tom and his wife, Gigi, live in Annapolis where they enjoy spending time with their children and grandchildren.

Raymond James & Associates, Inc. is not affiliated with the above independent organizations. Investments mentioned may not be suitable for all investors. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investing involves risk.