Thomas M.

Associate Wealth Advisor

Thomas M. is an experienced finance professional currently serving as an Associate Wealth Advisor at Corient since October 2024 and as the Chief Executive Officer of Sustainable Development Fund Corp since February 2021. Previous roles include Vice President at AssuredPartners from April 2023 to April 2024, and multiple positions at Fisher Investments from June 2013 to December 2022, including Program Manager for Australia and various analyst roles. Thomas M. also worked as a UK Investment Counsellor at Fisher Investments UK. Thomas M. holds a Master of Science and MBA in Accounting and Business Administration from the University of Illinois Urbana-Champaign, a Master in Energy Change from The Australian National University, and a Bachelor of Business Administration in Economics and International Business from the University of Georgia, complemented by a minor in Spanish.

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