Tom is an Analyst in the Business Development Group at Robertson Stephens. He is responsible for the firm’s financial modeling, business development reporting, and indirect channel marketing support.
Tom has experience in the wealth management industry while interning at an RIA, Massey Quick Simon, in Morristown, NJ as an undergraduate student. While at Massey Quick Simon, Tom assisted in all areas of the firm, specifically Client Advisory, Investment Research, and Operations. Tom prepared portfolio analytics and presentation materials for advisors, compiled due diligence reports on investment managers, created a mock financial plan and completed various ad hoc assignments for the firm.
Tom earned his BS in Finance with a track in Marketing from Lehigh University. While at Lehigh, Tom was a member of the Varsity Baseball team for four years, participating in multiple leadership and community outreach events. Tom enjoys spending time with his family and friends, watching sports, working out and listening to music.