Broker Check
Tom Purvenas

Tom Purvenas

Client Services Associate

Focus

Tom brings a customer focus that is the result of a 20+ year career in the consulting and services industry. His most recent experience comes from the Information Technology industry. He is evolving once again as he returns to his roots in finance. Over the years, finance and the markets have always been his passion. He looks forward to helping customers while continuing his lifelong learning journey with the goal of sharing that learning with others.

Background & Experience

Tom brings a passion and experience for finance. He has a bachelor’s degree in finance from Drexel University. He began his career as a consultant to public utilities providing financial litigation support in rate cases before various Public Utility Commissions at the state and federal level. He is published on the subject and provided testimony in support utilities of cost of capital and regulated rates of return.

Along the way Tom became engaged in the Information Technology that supported his financial systems and was drawn into IT as a career for over 15 years. He ended his IT career as a Senior Director at a global IT company, leading several successful teams regularly meeting customer service and financial goals.

Away from the Office

Tom is dedicated family man He is married to his high school sweetheart Jodi and has two grown children TJ and Gillian and our dog Indigo. He is an avid Philadelphia sports fan, enjoys playing golf, is a long-time member of the Westwood GC Sunday Morning Back 9 golf league, hiking, listening to music, spending time at the beaches on the Outer Banks and Florida or even just sitting in the back yard next to the pool. He has held volunteer positions in his hometown West Deptford with Boy Scouts, coaching youth sports and served as a member of the township recreation committee. Tom also is a volunteer with the New Jersey Special Olympics in the tennis program.

"An investment in knowledge pays the best interest" – Benjamin Franklin