Location Boston, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male
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Tom is the General Manager of the retail and advisor businesses at Betterment.
Prior to Betterment, Tom lead digital advice at Envestnet following its acquisition of Upside, where he was co-founder and CEO. Before Upside, Tom was Vice President of Strategy and M&A at Barclays and a management consultant at McKinsey & Company.
Tom has
FINRA Series 7, 24, and 66 registrations. He holds an MA and MBA from Yale University and a BA from the University of Pennsylvania, where he was a Benjamin Franklin Scholar.
