Tom is a Managing Partner of Cornerstone Advisory and believes clients deserve to work with a fiduciary—someone ethically committed and legally bound to serve clients’ interests first. His clients include high net-worth families, business owners, corporations, and pension plans. Over the years, he has enjoyed getting to know his clients and developing deep, long term relationships. Along with the Cornerstone team, Tom continues to learn and develop thoughtful ways to build stronger portfolios comprised of both traditional and alternative investments to help clients meet their financial goals. Tom oversees structured note creation for the firm. He works closely with more than 12 international