Tom Birritella joins EisnerAmper as a Senior Manager
EisnerAmper announced Tom Birrittella, has joined the firm as a Senior Manager and Investment Advisor in its Personal Wealth Advisors practice Group. He was previously employed as a Relationship Management Consultant at another investment advisory firm. Tom was also formerly an investment advisor and financial planner in the Personal Financial Services practice of a Big 4 firm.
Tom has more than 10 years of experience, across many industries, providing comprehensive financial and investment planning to diverse clients, including high net worth individuals, trusts, foundations, corporate executives and business owners. His expertise includes designing customized portfolios, formalizing investment policy statements, plan implementation, cost control of portfolio fees, money manager due diligence, and portfolio rebalancing.
Tom has his Bachelors in Finance from Siena College and completed the Certified Financial Planning (CFP) program at New York University. He has earned the Accredited Investment Fiduciary (AIF) designation, awarded by the Center for Fiduciary Studies.