Investment Sales Advisor
Thomas joined Capstone after beginning his career with Vanguard. Partnering with the Retail Investor Group, he consulted high-net worth individuals on all personal investment needs. His primary responsibilities included trade executions, portfolio consultations, and connecting clients with financial planners. Thomas hopes to utilize his extensive relationship management and sales experience in his new role.
Thomas earned a degree in Business Administration with a focus in Business Analytics from the Martha & Spencer Love School of Business at Elon University. Originally from Pennsylvania, Thomas currently lives in Charlotte, North Carolina. He enjoys spending his free time exploring the city and spending time with family and friends.