- Leo J. Kelly III
- Matthew S. Moore
- Susan Insley
- Charles S. Holt
- Cristina McCarthy
- Brian J. Grumbach
- Richard M. Rosa
- Thomas J. New
- Stephen Thacker
- Brian Sabo
- John Morgan
- Meg Sheil-Puopolo
- Avery A. Prkna
- Noel LaMontagne
- Megan Horneman
- Kevin M. Cuff
- Michele Welsh
- Jason M. Edelson
- Michael R. Hoffman
- Matthew Andrulot
- David Nelson
- Shane Twomey
- Debbie Berlin
- Laura Kreutzfeldt
- Annie McCann
- Courtney Hoyes
- Reid Barger
- Lucas R. Belanger
Thomas J. New
Chief Operating Officer, Partner
Foundation Board Member – Mt. Washington Pediatric Hospital, Baltimore, MD
Planned Giving Board Member – Kennedy Krieger Institute, Baltimore, MD
As Chief Operating Officer, Tom oversees the day-to-day business at Verdence. In this role, he focuses on managing the 3 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 was not a financial advisor, I would be …
“A journalist”
If I could invite anyone, living or dead, for dinner, I would invite:
“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”
