Experience Makes all the difference

Tom has been a Financial Advisor to his clients for 30 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation and has achieved Chairman's Council status ranking him among the top advisors in the firm. In 2013, Irish America Magazine named Tom to its "Wall Street Top 50". In 2018 Forbes named Tom to its Best in State and to the Top 50 Wealth Advisors in Westchester by WAG Magazine. Born and raised in Bronx, NY, Tom earned a BA in Economics & History from Fordham University and is a graduate of The Financial Planning Program at Pace University. 

Tom is a member of numerous groups at UBS including the UBS Veterans Network and All Bar None, which promotes the professional advancement of women at the firm. Tom has long been a mentor for other Financial Advisors at the firm and is a frequently requested speaker on financial planning at several UBS events. In 2017 the firm honored Tom with the UBS Aspire Award, singling out his dedication to living the principals of integrity, collaboration and challenge both in the office and in his community.

Outside of UBS, Tom is the Co-Founder and past Co-Chairman of the Eastchester St. Patrick's Day Parade. He is a member of the Women's Enterprise Development Center (WEDC), the premier hub for women entrepreneurs in Westchester County. He is also a member of the American Corporate Partners (ACP) Mentoring Program which helps returning military veterans transition to civilian life. Tom is the Founder of the Huvane's on 198th Scholarship Fund which provides financial aid and mentorship to first generation High School students in the Bronx. He sits on the Fordham Prep Board of Trustees and is an active supporter of the Irish Arts Center in NYC and the N.Y. Irish Center in Queens. 

Tom lives in Westchester with his wife Bernadette, a nurse practitioner, son Thomas and daughter Jacqueline.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President – Wealth Management

New York, NY

- Present

Registered States:

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MO, NC, NJ, NY, PA, SC, TX, VA, WA