Tom Booth manages investment services for McCarter Private Wealth Services. He oversees daily operations and client services for all of our managed accounts. Tom is the liaison for back-office operations and resolutions management and works to provide solutions and support to our partners and their clients. He collaborates with our Compliance Department on policies and procedures, ensuring the firm remains current with financial services industry rules and regulations. Tom currently holds a Series 7 License (General Securities Representative) and a Series-63 License (Uniform Securities State Law).
Prior to joining McCarter Private Wealth Services, Tom was an Investment Services Manager for Burns & Levinson Asset Management. In addition, he was at National Securities Corporation (formerly Winslow, Evans & Crocker, Inc.) for ten years, where he worked as the Senior Vice President of Operations and Client Services. Prior to that, he spent nineteen years on the south shore with an independent investment team affiliated with Raymond James Financial Services.