Forbes provides comprehensive financial planning services and support to clients and serves as a contributing member of the Beaumont Investment Committee. He joined Beaumont after completing an Olympic Campaign as a competitive sailor in the 2008 Summer Olympics. He earned a BA from Connecticut College and holds a FINRA Series 65 securities license, as well [...]

In addition to managing individual client portfolios, Tom serves as an equity analyst, endowment consultant, alternative investment analyst, and financial planner. He also serves on the Beaumont Investment Committee. Previously he worked at General Electric Capital Corporation and PriceWaterhouseCoopers LLP. He holds a BSBA from Georgetown University and an MBA from Babson College, where he [...]