Thomas grew up in upstate New York’s beautiful Hudson Valley and graduated from the State University of New York at New Paltz with a degree in Finance and Business. Over the course of the next decade, his desire to work with people and make a difference in their lives – coupled with his appreciation of the good that comes from a solid understanding of personal finance – led him to various positions in financial services. After receiving his CFP® in 2020, Thomas further dedicated himself to finding a firm where his values and outlook would make a difference. In 2022 he found Bridgewater, and we are delighted now to have him as a colleague.

Outside the office, Thomas enjoys spending time with family and friends as well as reading on a wide range of topics including psychology, philosophy, entrepreneurship and poetry. Another fun fact: Thomas is a competitive pool-player, manages a league in Westchester County, and has decided to get back into competing in regional tournaments when possible.