Thomas is responsible for data analysis, investment administration, alternative investment reconciliation, and custodial trading. He also collaborates with financial advisors to provide portfolio reporting and accounting.
Thomas is an avid golfer and the youngest member of Moselem Springs Golf Club. Thomas credits his leadership experience to his four years spent as a collegiate athlete for West Chester University’s men’s soccer team. He serves as a volunteer with United Way of the Greater Lehigh Valley. Thomas also enjoys visiting Florida and traveling to new locations with his family.
Education and Designations:
- West Chester University – B.S. in Finance (accounting and economics minors)
- Series 65
