Tommy serves as a primary point of contact for clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in strategy consulting and capital financing, Tommy brings experience in identifying efficiencies and enhancing processes through thoughtful, practical improvement.
Prior to joining Willow Street, Tommy served as a Senior Consultant at Ernst & Young in Dallas, Texas, where he led cross-functional consulting initiatives for large banks and financial institutions. In this role, he supported technology, risk, and operational transformation. Earlier, he served as a Consultant at Bank of America, focusing on small business banking and capital financing.
Originally from Philadelphia, Pennsylvania, Tommy earned his BBA from Southwestern University with a minor in Economics. Outside of work, he enjoys playing golf, skiing, whitewater rowing, live music, and cheering on the Philadelphia Eagles.