Tom adds depth to our team’s operations processes and relationships across all facets of Main Street Research. With over 23 years of success nurturing client relationships that propel revenue and asset growth for financial organizations and clients, he has acted as the bridge between firms and their clients, delighting clients and colleagues with an open and honest style that has resulted in developing and strengthening long-term relationships. He brings a client-centric attitude to all of our day-to-day operations ranging from account administration to communicating with institutions that partner with Main Street Research.
Tom’s previous experience includes 13 years with Charles Schwab & Co. where he was recognized locally and nationally for work with clients and supporting colleagues, 2 years with Fidelity Investments and 8 years contributing his skills and expertise to clients of Registered Investment Advisors.
His familiarity with firm processes, current structure, services and capabilities adds great value to our team’s depth and commitment to excellent client service.
Outside of the office, Tom enjoys spending quality time with his wife and two daughters - especially those spur of the moment trips to Disneyland, being a High School Coach, being a die-hard fan of the Giants, 49ers & Warriors, and sharing far too many photos of the latest meal he’s made.