关于 Tom Crotty
Tom Crotty brings over 40 years of experience serving 家庭办公室s and family businesses. He combines his CPA background with high-energy leadership, 策略, management expertise, and communication to drive 成长th and success for his clients. He has worked extensively in multi-家庭办公室, business and professional services, 承包, 抵押贷款银行业务, 分布, and nonprofit industries.
Tom aims to provide clients with timely, 准确的, and relevant information they need to make sound, proactive decisions about their future. Since no two 家庭办公室s are alike, he takes time to assess each client’s goals, understand their current situation, and provides a clear, concise path forward. Whether your 家庭办公室 is looking to secure, 成长, and sustain their wealth, or transition to the next generation, Tom can develop an effective 策略.
Tom received his MBA from UCLA Anderson Graduate School of Management, and his BSC in Finance from Santa Clara University. He currently serves on the Board of Catholic Community Foundation. He has also served as the President of the Board for Catholic Charities of Santa Clara County and as Chair of the Board for the Montalvo Art Center in Saratoga, CA. 在周末的时候, you can find Tom reading a book or enjoying a long walk on the trails with his spouse.