- Matthew Andrulot
- Reid Barger
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Kevin Cuff
- Jason Edelson
- Courtney Graditor
- Brian J. Grumbach
- Michael Hoffman
- Emily Hogan
- Charles S. Holt
- Megan Horneman
- Susan Insley
- Edward Karppi
- Elizabeth Kelly
- Kathryn Kelly
- Leo J. Kelly III
- Kai Kressman
- Laura Kreutzfeldt
- Noel LaMontagne
- Kevin Landolphi
- Annie McCann
- Nancy McColgan
- Billy McMullen
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Avery A. Prkna
- Richard M. Rosa
- Brian Sabo
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Kelly 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 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 professional, 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”
