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	Directeur Général	01/01/2014

Anciens postes connus de Tom McCabe

Sociétés	Poste	Fin
Deloitte & Touche LLP (Colorado)	Corporate Officer/Principal	-
Princeton University	Corporate Officer/Principal	-
Merrill Lynch Trust Co.	Corporate Officer/Principal	-

Formation de Tom McCabe

Rider University

Masters Business Admin