Chief Financial Officertgang@wolferesearch.com
Tom serves as Wolfe Research’s Chief Financial Officer, as well being the FinOp for our broker-dealer entity, Wolfe Research Securities. Tom is a member of the firm’s Executive, Operating, and Compensation Committees. He is responsible for the preparation of the firm’s financial statements and tax returns, ongoing cash flow projections, as well as oversight over the firm’s payroll, accounting, tax, and finance operations. Prior to being elevated to the CFO role in 2018, Tom served as its Treasurer and Controller.
Prior to joining Wolfe in 2011, Tom began his career with PwC’s audit team in 2008 servicing financial institutions. He obtained a B.S. in Accounting from St. Joseph’s University on Long Island and is a Certified Public Accountant and holds various FINRA licenses, including the S27 and S24. He currently resides in Connecticut with his family.