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Thomas C. Kane

Tom Kane

Founder and Chief Transformation Strategist

Tom has dedicated over 35 years to providing sound advice and personal, caring service to the wealth management industry. From helping investors realize their dreams to leading institutions toward optimizing performance in the delivery of wealth management solutions, Tom has played a part in transforming the industry and his clients’ lives.

He frequently appears in the financial press providing insight into the latest trends and opportunities, while keeping a keen eye on the enduring traditions that have enabled the industry to help generations of clients reach their goals.

He is a frequent industry speaker engaging audiences with ways to consistently manage and enhance the client experience.