Tom Bullitt was featured in Financial Advisor IQ article on the MFO space in, “Wirehouses, Big RIAs Muscle Into Family-Office Space.” Tom is a Managing Director, Senior Investment Advisor, and lead of the firm’s team catering to clients with $3 million or more of investable assets.
Tom Bullitt is a Partner and the Senior Investment Advisor leading the firm’s team which caters to clients with $3 million or more of investable assets. The team provides a fully integrated approach to financial planning and investment management. The team also provides clients access to the investment strategy enjoyed by the full range of the firm’s family office clients, scaled to fit their particular circumstances. Comprehensive financial planning guidance is provided by a team with many years of experience and is supported by the robust resources of the firm’s other specialists. Prior to joining the firm in 2007, Tom worked for seven years as a Portfolio Manager and Investment Advisor for the Bank of New York (which acquired his employer Beacon Fiduciary Advisors). Prior to that, Tom worked for Adams, Harkness & Hill where he was a member of the Investment Management Division and a Portfolio Manager from 1996-2000. During his career in the investment business, Tom has focused on providing asset allocation advice and financial planning services for high net worth clients, managing investment portfolios, arranging private placements, and marketing a proprietary hedge fund to accredited investors. After graduating from college, Tom developed his financial skills during the first seventeen years of his career while working in a variety of corporate lending and management roles at Bank of Boston.
Learn more about Tom Bullitt.