Tom Anderson, CFA®New England Market Leader Senior Wealth Advisor Wealth Management & Trust New England
Tom Anderson serves as the firm’s New England Market Leader as well as a Senior Wealth Advisor. Tom oversees Boston Private’s wealth advisory teams in the New England region, ensuring that new and existing clients receive the highest quality wealth management experience. He is also a member of the Boston Private Wealth’s executive leadership team.
Prior to his current role, Mr. Anderson served as Chief Operating Officer (2018-2019) and as the firm’s first Chief Investment Officer (2011-2018).
Mr. Anderson has been a member of the financial services community since 1990. Immediately prior to joining Boston Private Bank & Trust Company, he was the head of a global strategy and research for the ETF business at State Street Global Advisors. Additionally, Mr. Anderson led the investment team for the Charitable Asset Management group at State Street Global Advisors, with responsibility for setting asset allocation strategy and managing charitable-gift portfolios for the firm’s planned giving business.
Mr. Anderson is a graduate of Colgate University in Hamilton, New York, where he received a Bachelor of Arts degree. He also earned a Master of Business Administration from Boston College. He holds the Chartered Financial Analyst® designation and is a member of CFA® Institute and the Boston Securities Analysts Society.