SVP / Chief Investment Officer

With deep roots in the banking industry and a passion for exceptional service, Tom is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Tom has over 35 years of investment management experience which includes overseeing assets for individuals, families, private foundations and other charitable organizations.

• Masters of Science Degree in Financial Services, San Diego State University
• Bachelors of Science Degree in Financial Services, San Diego State University
• Certified Financial Planner, CFP^®
• Chartered Financial Analyst, CFA^®
• Past-President of the Montecito Rotary Club
• Former Board Member of Teddy Bear Cancer Foundation and CARE4Paws
• Volunteered with the Financial Planning Association (FPA) to provide pro-bono financial planning to wounded military veterans and their families