Thomas joined Rockefeller Capital Management in 2021. He started his career as a research analyst for FactSet StreetAccount, focusing on the macroeconomic landscape, before transitioning to the wealth management industry – where he has held roles at Fifth Third’s Private Bank, and most recently UBS.
Within the team, he is the head of trading, while simultaneously working with the advisors on investment strategy and portfolio management. Thomas takes pride in providing concise guidance on the markets and utilizes his background in research to develop tailored asset allocation strategies for clients.
Thomas graduated from the University of Alabama with a B.A. in finance. In his free time, Thomas enjoys spending time with his wife and two dogs. He is also an avid golfer, traveler, and volunteers at the Chastain Park Conservancy and Atlanta Community Food Bank.