Tommy brings over 35 years of financial leadership to Telos's family office clients, partnering with families to steward wealth across generations. He serves as a Family CFO, providing the strategic oversight and financial coordination that complex family enterprises require.
Throughout his career, Tommy has developed deep expertise in investment management, financial planning, and the multi-generational dynamics of family wealth. He holds the Chartered Financial Analyst (CFA) designation and combines that technical rigor with a relationship-driven approach that helps families make confident, well-informed decisions.