Tommy brings over 35 years of wealth management and investment expertise to Telos Private Office. As a Chartered Financial Analyst, he has deep expertise in portfolio management and comprehensive wealth planning for entrepreneurial families and high-net-worth individuals.
His extensive career includes leadership roles as the Chief Investment Officer for Daniel Advisors, Senior Wealth Advisor for The Mather Group, and nearly eight years as a Family Investment Officer at GenSpring Family Offices, where he developed his skills in multi-generational family office services. Prior to his wealth management career, Tommy spent 14 years at Bank of America as a Portfolio Manager, building a strong foundation in institutional investment management.
He holds an MBA in Finance from Georgia State University and a BBA in Finance from the University of Georgia's Terry College of Business. Tommy also holds a Master's degree in Theological Studies from New Orleans Baptist Theological Seminary, bringing a unique values-centered perspective to wealth stewardship.
His comprehensive background in family office services, coupled with his commitment to purpose-driven wealth management, makes him an invaluable partner to families seeking to preserve both their wealth and their values across generations.