Senior Vice President, Head of U.S. Institutional
Tom leads the U.S. Institutional Markets team where he has primary responsibility for the coverage of U.S. based consulting firms as well as direct plan sponsor sales.
Previously, Tom was a SVP with Mackenzie Investments institutional team responsible for leading the firm’s consultant relations program as well working directly with institutional plan sponsors. Tom also spent five years with AGF Investments America, most recently leading the firm’s U.S. institutional distribution efforts. Tom began his career in the investment management industry with State Street Corporation, spending more than ten years in the Global Markets (global trading) and Global Advisors (asset management) divisions.
Tom earned a B.Sc. in Business Administration from Framingham State University and his MBA from the D’Amore-McKim School of Management at Northeastern University.