Investment Research Analyst - Investment Management and Research
Tom joined Commonwealth in July 2014 as a performance reporting analyst responsible for analyzing performance returns in Client360°. In April 2017, he became an investment research analyst on the Investment Management and Research team. In this role, he is primarily responsible for responding to inquiries on equity portfolios, including the analysis of individual stocks, ETFs, and mutual funds. Prior to joining Commonwealth, he worked as an investment associate at McGuire Financial on Cape Cod. Tom also has experience in portfolio management and trading. He attended the Isenberg School of Management at the University of Massachusetts Amherst and received his degree in business management. He is a CFA® charterholder and holds his FINRA Series 65 securities registration. He enjoys playing guitar, soccer, and golf and spending time with family.