Tom has over 20 years of investment experience. He works closely with the investment and family office teams in a number of capacities, primarily focusing on the needs of taxable, multi-generational families of wealth, their trusts and foundations. Prior to Okabena, Tom was at Doran Advisors, an investment consulting firm he founded serving non-profits. Prior to that he was a Senior Consultant with Jeffrey Slocum & Associates and a Principal with the Cherry Tree Family Office Group. Tom received his BA in History and Philosophy from Boston College and earned his MBA from the Carlson School of Management at the University of Minnesota. Tom is a Chartered Financial Analyst (CFA) ch