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Executive Vice President, Chief Product and Technology Officer

Tom has been an innovation leader in wealth management technology for more than a decade. His experience leading teams to design and build seamless client experiences and sophisticated financial planning technologies has given him a deep understanding of both our clients and planners.

Tom joined ÃÛѨÊÓƵ in 2020 as head of product and brought a rigorous commitment to product management, which he applied to lead an Agile transformation of product and technology. As chief product and technology officer, Tom is responsible for leading product, design and engineering teams, as well as enterprise IT, infrastructure and infrastructure security.

Prior to joining ÃÛѨÊÓƵ, Tom was a senior vice president in the innovation unit of Fidelity Investments and was the general manager of Betterment’s retail and RIA custody businesses. Prior to Betterment, Tom was co-founder and CEO of Upside, a white-label robo-advisor for RIAs that was acquired by Envestnet in 2015. Earlier in his career, he was vice president of strategy and M&A at Barclays Bank and a management consultant at McKinsey & Company.

Tom earned his M.A. and MBA from Yale University and B.A. from the University of Pennsylvania, where he was both a University Scholar and Benjamin Franklin Scholar.