Tom Anderson, CFA®Executive Vice President Chief Operating Officer Private Client Group Wealth Management & Trust New England
Tom Anderson serves as the firm’s Chief Operating Officer and National Head of Trust and Fiduciary Services. As COO, Tom oversees the firms business development and wealth advisory teams in the Northeast and Southeast regions. Tom’s focus is on ensuring that new and existing clients receive the highest quality wealth management experience. As National Head of Trust and Fiduciary Services, Tom manages Boston Private’s team of Wealth Strategists, Trust Officers, and administrators nationwide to ensure client centric and consistent delivery of fiduciary activities. He is a member of the Boston Private Wealth’s executive team and serves on Boston Private’s Operating Committee.
Prior to his current role, Mr. Anderson served as Chief Investment Officer at Boston Private from 2011 through mid-2018. In that role, he was responsible for setting the overall investment policy and directing investment strategy, research, portfolio management, trading, asset allocation and investment risk management functions.
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.