Thomas serves as Vice President, Wealth Advisor at NewEdge Wealth, where he partners with fund principals and their families to grow, preserve, and align their wealth with what matters most. As a Chartered Advisor in PhilanthropyĀ®, he specializes in integrating strategic giving, tax-efficient planning, and legacy building into comprehensive wealth strategies tailored to the unique demands of private equity professionals.
Prior to joining NewEdge Wealth, Thomas was a Financial Advisor at Morgan Stanley and spent several years working with two prominent New England families, where he sourced, structured, and negotiated private equity and real estate transactions. This hands-on deal experience ā combined with his focus on philanthropic planning ā allows him to advise clients navigating carried interest, concentrated positions, liquidity events, and the intersection of wealth creation and charitable impact.
Thomas holds a B.S. in Engineering Sciences from Tufts University and a MBA from Babson College. He is an active member of the Boston Estate Planning Council. A resident of Charlestown, MA, Thomas lives with his wife and two children.