Tom brings 20 years of investment and financial management experience to Arlington Heritage Group’s executive team and its trust services. Prior to joining in 2007, Tom worked at several financial firms in varying capacities of research and money management. In the 1990s Tom wrote for Standard & Poor’s Equity Research department specializing in healthcare stocks. Subsequently, he was a research associate at ING Barings, focusing on biotechnology firms.
At American Century Investments, Tom rose to Senior Research Analyst supporting the Healthcare Fund, the Vista Fund and other diversified equity funds.
Tom has a B.S. in Business Administration from Boston University and holds designations for Chartered Financial Analyst (CFA), Certified Market Technician (CMT) and Chartered Special Needs Consultant (ChSNC).