Tom McCabe
Directeur Général chez Alliance Wealth Management Group LLC
Profil
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.
Postes actifs de Tom McCabe
Sociétés | Poste | Début |
---|---|---|
Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance Alliance Wealth Management Group LLC (AWMG) is an independent registered investment advisor headquartered in Flemington, New Jersey. The firm was co-founded by Tom McCabe, Steve Linden and Steve Fox in 2014. AWMG provides asset management and investment consulting services for individuals and other types of clients. | Directeur Général | 01/01/2014 |
Anciens postes connus de Tom McCabe
Sociétés | Poste | Fin |
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Deloitte & Touche LLP (Colorado)
Deloitte & Touche LLP (Colorado) Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP provides auditing and consulting services. The company is headquartered in Denver, CO. | Corporate Officer/Principal | - |
Princeton University | Corporate Officer/Principal | - |
Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Formation de Tom McCabe
Rider University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 3 |
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Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance Alliance Wealth Management Group LLC (AWMG) is an independent registered investment advisor headquartered in Flemington, New Jersey. The firm was co-founded by Tom McCabe, Steve Linden and Steve Fox in 2014. AWMG provides asset management and investment consulting services for individuals and other types of clients. | Finance |
Merrill Lynch Trust Co. | |
Deloitte & Touche LLP (Colorado)
Deloitte & Touche LLP (Colorado) Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP provides auditing and consulting services. The company is headquartered in Denver, CO. | Commercial Services |