Perfil
Mr. Thomas McCabe is a Co-Founder & Chief Executive Officer at Alliance Wealth Management Group LLC.
He has over 25 years professional experience advising high-net-worth individuals, families and small businesses on tax and financial matters.
Prior to forming Alliance, Mr. McCabe spent 6 years as Chief Operating Officer and Director of Accounting private, regional financial firm.
Prior to that, he was Vice President and Chief Administrative Investment Officer for the Merrill Lynch Trust Company.
In that capacity, he led team that provided fiduciary investment and tax oversight and guidance to high net worth clients with particular focus on alternative investments such as real estate, hedge funds, insurance, annuities and closely-held businesses.
He began his career as an auditor with Deloitte and Touche LLP, where specialized in the audits of financial services companies.
He also served as Assistant Director of Princeton University’s investment administration team.
He holds a B. S.
Accounting and M.
B. A. Finance from Rider University.
He remains loyal supporter of Rider where is an adjunct Professor Accounting at Rider and sits on the University’s Accounting Advisory Council.
He holds a Series 7 securities license and obtained his CPA license in 1988.
He has earned the American Institute of Certified Public Accountants’ Personal Financial Specialist credential “CPA/ PFS”.
Recently, he reached milestone 25 years as member of the New Jersey Society of CPAs.
Cargos activos de Tom McCabe
| Empresas | Cargo | Inicio |
|---|---|---|
Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives. | Director Ejecutivo | 01/01/2014 |
Antiguos cargos conocidos de Tom McCabe.
| Empresas | Cargo | Fin |
|---|---|---|
Deloitte & Touche LLP (Colorado)
Deloitte & Touche LLP (Colorado) Miscellaneous Commercial ServicesCommercial Services Provides auditing, accounting, financial advisory, risk management and tax services | Corporate Officer/Principal | - |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Formación de Tom McCabe.
Experiencias
Funciones ocupadas
Activas
Inactivas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rider University
Rider University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Trust Co. | |
Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives. | Finance |
Deloitte & Touche LLP (Colorado)
Deloitte & Touche LLP (Colorado) Miscellaneous Commercial ServicesCommercial Services Provides auditing, accounting, financial advisory, risk management and tax services | Commercial Services |
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