Tom Nicholson, CFA, FEA
Portfolio Manager

Tom works with clients across all areas of the firm’s practice, bringing a structured, planning-first approach to complex financial decisions. He is known for his ability to dive deeply into the details, then bring clarity back to the surface — helping clients focus on what matters most and what comes next.

Much of Tom’s time is spent identifying and working through roadblocks that slow progress. His role involves helping clients move from intention to action, ensuring decisions are practical, coordinated, and achievable over time.

Tom works with medical professionals, business owners, and ultra-high net worth families, particularly where complexity, transition, or family dynamics are involved.

To Tom, good advice is actionable, measurable, and attainable.

Outside of work, he enjoys sailing, skiing, and spending time outdoors with his family.