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Office
Boston, MA, United States
Tom provides tax advisory and compliance services to registered and non-registered funds and investment advisors and has extensive experience working with a variety of stand-alone funds, as well as master feeder and fund-of-fund structures. Tom also works with exchange-traded funds and registered funds of hedge funds.
Tom has experience dealing with domestic and offshore fund structures and with the tax implications of investing in complex financial products, including fixed income and derivatives.
He helps clients assess current and future operating models and has led cross-functional teams focused on data, workflow and technology.
Tom frequently presents on industry panels and webcasts.
He is a member of the AICPA and is licensed in Massachusetts. Tom earned an MBA from Suffolk University and holds a BA in History from the College of the Holy Cross.
How Tom is building a better working world
Tom has supported his clients over the years on traditional tax outsource and audit engagements. Over the last five years, Tom has helped expand and evolve the EY Global Wealth & Asset Management product offerings by helping build out the Tax and cross-service-line integrated EY Comply suite of services. Tom is also a member of the Board of Directors of the Expect Miracles Foundation – Financial Services Against Cancer.