Tom Pierce, a CFP®* professional and Associate Director at Pathstone, directly advises clients on comprehensive wealth management matters. With the understanding that every individual and family’s situation is unique, Tom crafts client-specific plans that include, but are not limited to, asset allocation, manager selection, tax and estate planning, insurance needs, and cash flow strategies, with the intention of assisting the client attain their foremost goals.
Prior to joining Pathstone, Tom was a Financial Planner at The Ayco Company, A Goldman Sachs Company. He provided full-scope financial counseling to employees and executives at Fortune 500 companies. Tom graduated Magna Cum Laude with a Bachelor of Science in Finance from Siena College in Loudonville, NY. While at Siena College, he was accepted into Beta Gamma Sigma, the international honor society for AACSB accredited business schools.