Tom Ngo

Tom chairs BakerAvenue’s Executive Committee, is a member of the Investment Committee, works closely with senior leadership to drive the firm’s strategic roadmap and is engaged on several of the firm’s family office and wealth management relationships. He takes tremendous pride in making BakerAvenue the best company to work with and work at!

Tom has held several operating roles at wealth management firms and multi-family offices including Chief Operating Officer at a global multi-family office and Chief Technology Officer and Head of Operations at a large Wealth Management firm. Tom also held a number of executive and management roles at Wells Fargo’s Wealth Management Group and has extensive experience in the start-up world raising $35mm in Series A and Series B funding to start MiFund, an international cloud-based FinTech company. Tom is a software developer by trade having spent several years managing US and international software development teams at SS&C / Advent in the mid to late 1990s and credits his disciplined approach to solving problems and arriving at creative solutions to Management Consulting, where he started his career.

Tom holds a B.A. from UCLA and an MBA from the University of California, Berkeley, Hass School of Business. He is also a Certified Financial Planner (CFP®), a member of the Financial Planning Association of San Francisco, and is a proud veteran having served in Psychological Operations (PSYOP) in the US Army.