R. Thomas Manning, Jr., CFA

Tom Manning has more than 20 years of wealth and investment management experience in both institutional and boutique environments. He is responsible for setting the overall investment policy and directing investment strategy, research, portfolio management, trading, asset allocation and investment risk management functions.

Tom was the former CEO and CIO of Silver Bridge Advisors, a Boston-based wealth management firm acquired by Banyan in 2013. Prior to Silver Bridge, Tom oversaw $26 billion of assets for Bank of America’s Private Banking. As Managing Director of Portfolio Advisory Services for Bank of America, he led 11 offices in New England and New York, including 60 portfolio managers and their staff.

Tom has also served as a Market Investment Executive within the Private Clients Group of FleetBoston Financial, leading a team of investment management professionals. Prior to FleetBoston Financial, he spent 10 years managing investment portfolios for successful individuals, families, philanthropic and institutional clients nationally. 

Active in the Boston community, Tom is a member of the Boston Security Analysts Society, the CFA Institute and has served on the Private Wealth Committee of the Boston Security Analysts Society. He has made frequent appearances on Bloomberg television and has been quoted regularly in the Boston Business Journal and the Boston Globe.

Tom holds the Chartered Financial Analyst designation and earned a MS in Finance from the Carroll School of Management at Boston College and a BA in Economics from Clark University.