- Mark E. Amberg
- Matthew Andrulot
- Reid Barger
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Brad Coppel
- Kevin Cuff
- Jason Edelson
- Brian J. Grumbach
- Emily Hogan
- Charles S. Holt
- Megan Horneman
- Susan Insley
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Justin McIntyre
- Billy McMullen
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Matthew Pietzak
- Avery A. Prkna
- John Ramos
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Gennadiy Todd
- Michele Welsh
- Kelly Wright
- Andrew Wright
Thomas J. New
President, Partner
Planned Giving Board Member – Kennedy Krieger Institute, Baltimore, MD
As President, Tom leads the operations at Verdence. He focuses on managing the three P’s – People, Process and Performance – as a way to continuously improve the experience of all Verdence clients. Tom is also a part of the executive team that sets the strategic vision for the firm, where he constantly challenges the team to provide exceptional financial services. Previously, Tom worked for 15 years at Morgan Stanley as a Senior Vice President.
Get to know Tom!
If I were not a financial professional, I would be …
“A journalist”
If I could invite anyone, living or dead, for dinner, I would ask:
“George Washington, Jerry Seinfeld and Wayne Gretzky”
Best advice from my parents:
“Life is all about the choices you make. Never compromise your integrity for anything.”
News story headline about my life:
“He Always Did What He Believed to be the Right Thing.”
I enjoy:
“Goofing around with my three boys.”
Three items to have when stranded in the desert:
“Sunscreen, an umbrella and a plane ticket out of there”
Three words that describe me:
“Honest, Loyal, Reliable”
