Tommy is one of the three founding Managing Principals of La Ferla Group. He is also the Portfolio Manager for the Multi Asset Advisor and Muni Bond Advisor. He is responsible for managing our Wealth Management services, with the primary focus on managing our client services. He is also a member of our Investment Committee.
Prior to starting La Ferla Group on May 15, 2015, along with Managing Principals Joe La Ferla and John Macri, he joined PaineWebber in June 1986 and the La Ferla Group branch in January 1989. He remained with the firm after the UBS merger in November 2000. Previously, Tommy was associated with Dreyfus Service Corporation. He received a B.S. in Finance from New York Institute of Technology. He is a Certified Financial Planner™ professional and a member of the Institute of Certified Financial Planners. He holds Series 7, 63 and 65 securities licenses and is licensed for Life, Variable Life, Accident and Health, and Long-Term Care insurance and Variable Annuities.