THOMAS J. SANTUCCI<br>CIMA®, AIF®

THOMAS J. SANTUCCI
CIMA®, AIF®

President | CEO

   

Tom’s experience in the field of financial planning and wealth management has spanned over 16 years, having handled investment portfolios of various sizes.  Tom’s personal approach to investment management allows him and his team of investment professionals to develop a comprehensive strategy in order to provide the soundest investment decisions based on each clients individual financial needs.  Ingrained in the company and in his colleagues is a culture of transparency, openness, and trust that is evident in the way Gateway Investments handles each and every account.

Mr. Santucci holds the distinction of being a Certified Investment Management Analyst (CIMA), which represents successful completion of a rigorous academic program conducted in conjunction with the Wharton School of Business as well as a high level of credibility, integrity and knowledge.

Having served as a Financial Advisor with Smith Barney (now Morgan Stanley Wealth Management) then as Vice President of Investments with UBS Financial Services, Tom specialized in wealth management and retirement planning.  He has also established an investment advisory business, managing assets for individual investors to small and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations.

Prior to working in the financial services industry, Tom practiced law for 12 years, earning his Juris Doctorate degree from the Jacob D. Fuchsberg Law Center at Touro College. Tom was an associate at Shaw, Goldman, Licitra, Levine and Weinberg, P.C. and later served as a managing partner of Santucci, Denkberg, and Wasserstein.   
 
Tom is an active participant in numerous civic and charitable endeavors.