Experience Makes all the difference

Tom is a Managing Director - Private Wealth Management in UBS's Financial Services Group. He has worked for UBS for thirteen years and for Merrill Lynch for fourteen years prior to that. He is the founder and senior partner of the FC&S Group within UBS, a 11 person team managing over a billion dollars specializing in providing private banking and wealth management services to ultra-high-net-worth individuals, families and institutions throughout the United States. Tom consistently ranks as a "Top Advisor" in the Barron's, Wall Street Journal's and Financial Times annual ranking of financial advisors.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Managing Director - Private Wealth Management

Leawood, KS

- Present

Merrill Lynch

Financial Advisor

Kansas City, MO

-

Kansas City Chiefs

Professional Football Player

Kansas City, MO

-

Accomplishments

  • CNBC Commentator
  • Ranked as one of the 36 Best NFL Players on Wall Street by Business Insider
  • Completed Twelve Marathons including the original Greek Marathon, and Swim from Alcatraz
  • Father of two Eagle Scouts

Education

  • Harvard Business School / Private Equity and Venture Capital, 2015
  • Certified Investment Management Analyst Program, The Wharton School - 2004
  • B.A., History and Business, University of Notre Dame, 1987
  • IMCA Certified Investment Manager, 2005
  • Master of Business Security Analysis, University of Notre Dame, 1987

Registered States:

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI