Thomas joined Clark Capital in 2019 and is a member of the firm’s Client Portfolio Management Team. He is responsible for working with financial advisors to develop and implement tax transition plans for new and prospective high net worth clients. Thomas began his career in the investment industry in 2000 with Datek Online and spent the majority of his career at Merrill Lynch and BlackRock. Thomas is a graduate of Marywood University and holds a Post-Baccalaureate Certificate from The Wharton School. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA® Institute and CFA® Society New York.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.