Tom is a Managing Consultant at F2 Strategy with over 25 years of experience across products including mutual funds, hedge funds, pensions, endowments, and defined benefit and contribution plans. He possesses a well-rounded skillset that has enabled him to manage fund accounting, investment operations, and regulatory and compliance teams, and brings deep knowledge of multiple fund accounting platforms.

At F2 Strategy, Tom has spearheaded transitions of complex clients to new service providers, including conversions of mutual funds and ETFs. His work has included oversight of parallel runs, reconciliations, security valuation comparisons, transaction processing, and client reporting. He also plays a key role in educating clients on new technology and reporting while optimizing workflows for both clients and providers.

At BNY Mellon, Tom led Hedge Fund Operations, overseeing a team of 100 and managing the rollout of new product lines, expanding the group into full fund administration services. He focused on improving client service delivery and productivity through data analysis and cross-functional collaboration across custody, accounting, investor services, regulatory control, and middle office. His responsibilities spanned trade capture, reconciliation, break resolution, fund valuation and accounting, investor accounting, financial reporting, and tax. His teams supported complex instruments including futures, forwards, swaps, bank loans, options, and swaptions, as well as investor-level and special allocations. Tom is based in Boston.

What do you think WealthTech will allow asset managers to do in five years that they can’t do now? 

Better balance their portfolios, and open them up to investment opportunities they may not think of or may be outside of their comfort zone, providing fast and efficient data that can inform them and help them make decisions that they otherwise may sit on or take too long to decide upon, “missing the boat” so to speak

Who or what inspires you in your job?

First off, my dad, and the work ethic he engrained in me growing up, both watching him and working for him. Secondly, the bosses and mentors who have helped me along the way, as well as several of my co-workers, who I have both worked with and who have worked for me.

What would you tell someone just starting out in the industry right now? 

Spend as much time in the office as you can while you are young. It is an extended college period, where you can build long-lasting friendships and working relationships that will serve you well for the remainder of your career.