“Tom has worked with my firm and our clients on many assignments. He has a wealth of knowledge about the investment business, rolls up his sleeves and helps get the real work done, and he is a pleasure to work with. If you are looking for a wealth management expert to help your firm or assist your team, you won’t find one better than Tom.”
—Mary Beth Sullivan
Managing Partner, Capital Performance Group
KaneCarlton provides the breadth and depth of specialized knowledge and talent typically reserved for the largest consulting organizations, but does so at a fraction of the cost. 





