“The sidelines are not where you want to live your life. The world needs you in the arena." Tom Miele
Twenty years of investment banking experience has given me the background needed to offer a holistic financial perspective. My clients include high-net-worth individuals, family offices, business owners, entrepreneurs, and foundations. Being a CPA adds the dimension of understanding all sides of my client’s financial picture. This unique background enables me to cover a wide range of financial planning and investment objectives, ranging from tax efficient wealth creation and transfer planning to modeling the sale phase of privately-owned businesses.
My clients are those who are seeking an advisor who understands what wealth means to them; who provides individual attention, and can help grow and protect their family legacy. But, at the end of the day, it’s about navigating a path that boils things down to a clear vision of achieving financial goals without taking excessive risks.
Societal trends and issues are a constant factor impacting our work and the advice I give to my clients. Personally, I am a strong believer in Environmental, Social and Governance (ESG) investing. Impact investing provides strong societal return but can also be an important part of a diversified portfolio.
I have become significantly involved with entrepreneurs, both as individuals and in groups, in helping them start, grow and scale their businesses. Being a member of Empowering a Billion Women (EBW), I serve as mentor and coach to several female founders. Realizing that women owned businesses receive only about 4% of all investment capital, I am using my background and affiliations to help change this and make connections. My role as an active supporter of the Columbia University where I currently serve as president of the Columbia Business School Club of New York, gives me the ability to be an active supporter of those in entrepreneurial and corporate roles.
Tags: Tom Miele, Thomas Miele, Columbia, Bernstein