Tommy is a Director of PDS Wealth Management. With experience in professional golf, mutual fund sales and high-grade credit, Tommy brings more than 10 years’ experience to the team.
Tommy specializes in Business Development, and introduces new clients to our process. He earned his Bachelor of Business Administration degree with a concentration in Finance from Stetson University, where he played four years of Varsity Golf. Tommy is a CFA Charterholder and a member of the CFA Society of Boston.
Prior to PDS Wealth Management, Tommy served as a Financial Advisor at Merrill Lynch. Previously, he worked in Bank of America Merrill Lynch’s Institutional Corporate Bond Department, and at Eaton Vance Investment Managers and Putnam Investments.
Tommy and his wife, Katie, live on Boston’s South Shore with their sons, Tommy III & Teddy. He enjoys competing in amateur golf tournaments throughout New England.