Tom oversees Aptus’ institutional wealth strategy, driving growth and expanding key relationships nationwide. Leveraging Aptus’ specialized platform and innovative investment offerings, he leads a team dedicated to empowering advisors and allocators as a trusted partner, always guided by a “fiduciary to fiduciaries” mindset.
Background & Education
Before joining Aptus, Tom focused his career on asset management distribution and strategy within the ETF space. With over two decades of institutional sales leadership, he most recently served as Managing Director at Virtus ETFs following roles at Hartford Funds, Northern Trust, Rydex, and Thornburg. He has partnered with RIAs, allocators, banks, and ETF strategists nationwide. Tom holds CIMA® (Investments & Wealth Institute) and CETF® (The ETF Institute) designations and earned his BS in Business Management from Clemson University.
Outside of the Office
Residing in Charleston alongside his wife, Lori, and their two daughters, Ella and Grace, Tom is a passionate enthusiast of outdoor life and his Lowcountry home. He embraces every opportunity for boating and fishing throughout the local waterways, though he is constantly navigating the challenge of avoiding sandbars during low tide. Most of all, Tom cherishes meaningful moments with family and friends, particularly when gathered to root for Clemson Football.
Why Aptus?
“Having reconnected with JD years after our initial introduction at an industry event, I gained an even deeper appreciation for Aptus’s purpose-built solutions, advanced investment strategies, and top-tier client support. I have long respected the firm from afar for its rare ability to pair an elite company culture with outstanding investor results. Given its relentless commitment to excellence and collaborative spirit, joining Aptus feels like a natural alignment. I am honored to step into this role and eager to contribute to the next chapter of growth for such a world-class team.”