T.J. leads sales and distribution efforts in the Eastern half of the United States, focusing primarily on direct to advisor and key account relationships.
T.J. joined GeoWealth in 2019 from JP Morgan Asset Management’s ETF strategic relationships team. T.J. spent the prior 8 years working in portfolio administration and ETF sales for State Street Global Advisor’s SPDE ETF division. T.J. graduated from The George Washington University School of Business with a B.A. in Marketing and Communication. He holds his series 7 and 63 licenses.
Outside of work, T.J. spends his time with his wife and daughter – as frequently as possible in Maine's outdoors – and is an avid Boston sports fan.LinkedIn