Tom is an Investment Analyst and Advisor in the Cleveland office. He is involved in investment and manager research/due diligence along with client consultations. Before joining HPM Partners, Tom served as an Investment Analyst at Spero-Smith Investment Advisers where he was responsible for the due diligence and analysis of third-party managers and assisted in global market and asset allocation research.
Prior to joining Spero-Smith, Tom worked at a Registered Investment Advisor in Syracuse, NY, where he researched a factor-based investment strategy. He started his career as an analyst in the Corporate Debt Products group at Bank of America in Boston, where he worked on a team that managed the bank’s exposure to a portfolio of middle market and multinational companies.
Tom earned an M.B.A. from the S.C. Johnson Graduate School of Management at Cornell University. At Johnson, he served as a portfolio manager on the Cayuga Fund, a student-run, market-neutral hedge fund. He earned a Bachelor of Science degree in Business Administration from Boston University. Tom has completed all three examination levels of the Chartered Financial Analyst® designation.