Back Row: Richard Strabley Derek C. Jaskulski Leslie K. Klenk J.B. Sullivan Heidi N. Peterson Ashley E. McMoarn Thomas C. Wells
Front Row: David E. Smith Courtney H. Walsh Erica B. Olson
(Click name to read bio.)
Thomas C. Wells, a PGA Director, oversees trade execution, monitors client portfolio asset allocation targets and implements necessary changes to client portfolios, and provides equity and fixed income research support. Tom earned a B.A. in Biology and Economics from Bowdoin College in 2015.
Prior to joining PGA in 2018, Tom was a Financial Representative at Fidelity Investments in Burlington, MA and focused on operations and service while providing introductory financial planning from 2015-2018.