Tom works with an elite group of entrepreneurs, venture capitalists, real estate families, finance professionals, business owners and foundations, providing holistic advice on investments, tax matters, and estate planning. He was instrumental in bringing together the founding members of Summit Trail and making the case that their vision of an independent firm was a practical reality. Prior to founding Summit Trail Advisors, Tom was a Director at Barclays Wealth in San Francisco, where he and his partner built and led the largest team on the West Coast. While at Barclays, Tom was nominated by his peers across the United States to Co-Head the Barclays Investment Advisory Council, which worked across the organization and alongside Senior Management on business strategy across the U.S.
He is a current and active member of the San Francisco Estate Planning Council where he collaborates with his colleagues on innovative and efficient strategies around tax and estate planning. Prior to Barclays, Tom worked at Goldman Sachs in the Private Wealth Management division, where he established one of the largest private mandates in the San Francisco area and prior to his departure was the fastest growing advisor. Before his time at Goldman Sachs, Tom spent a short time with Morgan Stanley in their San Francisco Private Wealth Management group. He received his MBA from the Stanford Graduate School of Business, and also spent four years in sales management at the E&J Gallo Family where he ran the largest area in Northern California for the family. Tom sits on the Finance and Investment Committee Board at the UC Davis Foundation providing strategic guidance to the university and its mission. Tom is also a long-time member of the Alpine Meadows National Ski Patrol.
MBA, Stanford Graduate School of Business
B.A., Genetics, University of California, Davis