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As Executive Vice President, Business Lines, Tom has responsibility for the ongoing growth and alignment of Envestnet's fiduciary solutions and its research, overlay, and portfolio management teams. Tom also plays an integral part in the Exchange platforms' development and growth: Fiduciary Exchange (FIDx), Advisor Credit Exchange (ACx), Trucendent, and Healthpilot.

Tom is a co-founder and Managing Partner at Magis Capital Partners. Prior to founding Magis Capital Partners, he served as the Chief Financial Officer of Sculptor Capital Management. Tom has held several senior executive positions at Credit Suisse, Fidelity, and Gartmore, including Global Chief Operating Officer for Credit Suisse's Wealth & Asset Management division.

Tom received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh Katz Graduate School of Business. He has earned the Chartered Financial Analyst (CFA®) designation and is a member of the board for each of the Envestnet Exchanges.