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Tom Reilly
Chief Executive Officer at Fernwood Investment Management LLC
Profile
Mr. Thomas P.
Reilly is a Founder & Managing Member at Fernwood Investment Management LLC.
He has over 40 years of experience in investment management and financial services.
Mr. Reilly founded Fernwood Investment Management in 2003 and is responsible for portfolio management and the strategic direction of the firm's operations and investments.
Before establishing Fernwood, he held positions at Bainco International Investors where he was a Partner and Senior Research Analyst for five years.
Prior to that, he was at Merrill Lynch for 22 years where he worked with corporations and high net worth individuals on equity strategies, asset allocation, and portfolio analysis.
Mr. Reilly received his Bachelor of Science degree in Biology from Boston College.
Tom Reilly active positions
Companies | Position | Start |
---|---|---|
Fernwood Investment Management LLC
![]() Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Chief Executive Officer | 2003-05-31 |
Former positions of Tom Reilly
Companies | Position | End |
---|---|---|
Bainco International Investors LLC
![]() Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Analyst-Equity | 2002-12-30 |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Boston College | Corporate Officer/Principal | - |
Regis College | Corporate Officer/Principal | - |
Training of Tom Reilly
Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Bainco International Investors LLC
![]() Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Fernwood Investment Management LLC
![]() Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Finance |
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