Thomas brings over 14 years of trust, estate and high net worth wealth management experience. Prior to joining Choate, Thomas was an Assistant Vice President at US Trust, Bank of America Private Wealth Management, where he managed high net worth relationships in excess of $300 million. In that capacity, he worked with high net worth individuals and multi-generational families by managing ongoing relationships which included revocable and irrevocable trusts, IRAs, CRUTs, ILITs and investment management accounts. He possesses strong client management skills and specific knowledge of individual, trust and estate taxes, asset allocation, and estate and financial planning.
Education & Credentials
- University of Massachusetts