Thomas serves as a Director, Wealth Advisor in Cresset’s Chicago office. He collaborates with a team of internal and external experts to craft tailored financial plans and investment strategies to address the long-term aspirations and immediate needs of individuals and families, covering investment management, wealth transfer, estate planning, cash flow optimization, tax efficiency, philanthropy, family education, and liquidity event preparation.
Before joining Cresset, Thomas spent over six years at Fidelity Investments, most recently as a Financial Consultant, designing financial plans and investment strategies for high-net-worth clients.
Thomas earned a bachelor’s degree in environmental studies with an economics focus from Hamilton College. He holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute and CFA Society of Chicago, and is a CERTIFIED FINANCIAL PLANNER®. Thomas lives in Wilmette with his wife, two sons, and chocolate lab. Outside of the office Thomas enjoys quality time with family and friends, playing golf, skiing, and traveling.