Thomas J. Kavanagh, CFP®, CPWA®
Senior Vice President
Tom works extensively with our wealth advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more than 20 years’ experience, he strives to ensure that clients’ financial assets will fund the retirements they envision and meet their legacy goals with as little risk as possible — even when the unexpected happens.
Tom earned both a bachelor’s degree in mathematics and economics and a master’s in economics from Fordham University. He also earned an MBA in finance from Columbia Business School, and holds the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations.
Tom serves on Wealthspire's Financial Planning Committee (FPC). He is active in his community and helped organize the MS Great 8, a private foundation that raises awareness and money for the National Multiple Sclerosis Society through long distance bicycle rides.
Tom earned both a bachelor’s degree in mathematics and economics and a master’s in economics from Fordham University. He also earned an MBA in finance from Columbia Business School, and holds the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® designations.
Tom serves on Wealthspire's Financial Planning Committee (FPC). He is active in his community and helped organize the MS Great 8, a private foundation that raises awareness and money for the National Multiple Sclerosis Society through long distance bicycle rides.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
