How Tommy Drives Value to the Funds,
Founders, and Investors
Tommy works directly with the founders of portfolio companies, Mammoth’s Fund Members, the executive team at Mammoth, and investment professionals. Tommy is well-connected across the American medical community and has served as a strategic advisor to many of healthcare’s leading doctors, hospital CEOs, and medical technology founders.
Tommy seeks to add value to our portfolio company founders through his vast healthcare network. He also leverages his thorough financial, tax, licensing, compensation, asset protection, and compliance expertise to benefit founders. Where useful, Tommy’s connections with the international business communities and Harvard Business School alumni network can also be leveraged to benefit portfolio companies. Tommy has served on several non-profit and for-profit boards. Tommy is deeply familiar with EOS Worldwide’s Entrepreneurial Operating System and is able to coach founders through strategic alignment where gaps exist in their organization. He also has intimate experience with the struggles that can occur for a business based on family and/or partnership dynamics and can leverage this expertise for the benefit of our portfolio companies.
Prior to launching Mammoth, Tommy was CEO of a nationwide wealth management firm that specialized in providing a broad range of consulting, financial, and investment services to physicians. As CEO, Tommy oversaw a team of 200+ employees and advisors. Under his leadership, the firm grew assets under advisement to $1.5 billion before Tommy exited from the business. As an entrepreneur at heart, Tommy has been a partial owner or angel investor in more than 35 privately held companies ranging across life sciences, fintech, real estate, professional services, and more.
Tommy is an alumnus of Harvard Business School (PLD17) and Indiana University (BA). He completed further professional/executive training at The Wharton School and at The Booth School of Business. He authored the book, Doctor’s Eyes Only: Exclusive Financial Strategies for Today’s Doctors and Dentists and has authored numerous other financial and medical publications.
In addition to his role at Mammoth, Tommy is a Board Manager and CEO of Vestia Personal Wealth Advisors and it’s affiliated entities.
Awards & Recognition
His financial firm was ranked by Financial Advisor magazine as the 28th fastest growing RIA.1
2017
Named nationally to Investment News’ inaugural list of the Top 40 Under 40 Advisors across the nation. This distinguished group also includes Clara Shih, Jon Stein, Adam Birenbaum, Wade Pfau and other well-known wealth management industry thought leaders.2
2014
Selected by Investment News alongside Michael Kitces, Alexa Von Tobel, and five others as 1 of 8 industry visionaries “who will pull the rest of the profession into the next stratum.”2
2014
His financial firm was ranked by Financial Advisor magazine as the 14th fastest growing RIA1
2014
1 – RIA ranking candidates are ranked by AUM of the previous year. To be eligible for the FA Magazine RIA ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients. Firms were measured and ranked by their growth in assets under management year over year to determine the fastest growing.
2 – 2014 InvestmentNews: 40 under 40 List: Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). Approximately 1,200 advisors were considered. 3% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews’ editors and are not indicative of the advisor’s future performance. Your experience may vary. 2014 relevancy does not guarantee current relevancy. Statements made by the magazine or being named to a list of other successful individuals does not guarantee success for Mammoth.