Tom Garvey

President, LCR Wealth Management at LCR Capital Partners

Tom Garvey is the President of LCR Wealth Management. He is a Registered Investment Adviser and is responsible for delivering full service financial planning and investment management for high net-worth investors and their families.

Prior to joining LCR Capital Partners, Tom was Vice President, Head of Office, at Goldman Sachs Personal Financial Management in Southern Connecticut and was part of the team that was acquired with United Capital Financial Advisors in July 2019.

Tom was with United Capital Finance Advisors for 11 years. At the time of their acquisition by Goldman, he was a Managing Director and ran the Southern Connecticut office with a set of clients he advised directly. Tom joined United Capital Financial Advisors early and helped the business grow to over 100 offices and 23,000 clients with $24 billion in assets.

Earlier in his career he was at PriceWaterhouseCoopers for five years from 2003 to 2008 where he was a Director in the Investment Advisory Services Group. He initially joined PWC as a consultant evaluating the business practices of financial investment firms which led him to a career helping clients avoid asset managers that put their personal or business interests ahead of their clients.

He started his career in corporate finance at GE Capital and was National Sales Manager at GE Asset Management from 1998 to 2003.

Tom graduated from the Fisher School of Business at Ohio State University. He received an M.B.A. in 2004 from the University of Connecticut.

Outside of work, Tom volunteers with A Better Chance in Wilton, CT. This organization provides a quality high school education to promising minority boys and girls in order to help them attend college. He is also active in the Professional Advisors Council.

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Timeline

  • President, LCR Wealth Management

    Current role

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