Thomas C. Wells
PGA Principal AND CPWA®
Tom is a PGA Principal. Tom is a member of the PGA Research Team, oversees trade execution and trade support and also manages clients’ equity, fixed income, and cash portfolios.
Tom graduated from Bowdoin College in 2015 with a B.A. in Biology. Prior to joining PGA in 2018, Tom was a Financial Representative at Fidelity Investments.
Tom holds the Certified Private Wealth Advisor® certification, administered by Investments & Wealth Institute™ and taught in conjunction with The University of Chicago Booth School of Business.
