Thomas's Bio
Tom is a Partner and Wealth Manager at Perigon Wealth Management, LLC. With over fifteen years of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management, financial planning, and retirement plan fiduciary services. Tom also specializes in investment management and financial planning for professional and student-athletes.
Tom received his BS in Business Administration from Syracuse University’s Whitman School of Management with a concentration in Finance and Entrepreneurship, and successfully completed the Chartered Retirement Plans Specialist (CRPS) Professional Designation Program. The program covers key issues involved in all phases of establishing retirement plans within businesses.
Tom was previously a Partner, Wealth Manager and Director of Retirement Plan Services at Blue Water Capital Management until its merge with Perigon Wealth in 2024. He currently serves as President of the Board for Syracuse University’s Whitman School Alumni Club of Central New York. As an active member of the club, Tom raises money for student scholarships, community outreach and mentorship programs. Tom was awarded the “Young Alumni of the Year” award by Syracuse University’s Whitman School of Management in 2017. In 2020, Tom was recognized as a Top Advisor by Participant Outcomes from one of the nation’s leading publications on 401(k) plans, 401(k) Specialist. Tom is a lifelong resident of the Syracuse community and is active in various volunteer and charitable initiatives.
Thomas's Team
John A. Paganelli
Shane Rohe
Stephen D. Swift, ChFC
