Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Tiburon, CA 10036
Thomas Catanese is a Private Wealth Advisor with Merrill Private Wealth Management. He has over 13 years of experience providing financial advice to high net worth and ultra-high net worth individuals and families, with a focus on entrepreneurs, executives, and investors in the technology and life sciences sectors. Tom’s expertise includes corporate executive services, executive and equity compensation, legacy and philanthropic planning, portfolio management, and tax minimization strategies. He advises clients on investments, trust and estate planning, lending needs, equity planning, and retail banking services.
Before joining Merrill, Tom held roles at JP Morgan’s Private Bank and spent five years leading corporate development at Advent Software, a publicly traded fintech company. He also worked at Northern Trust, Fidelity Investments, and Charles Schwab during his career in the financial services industry. Tom holds a Bachelor of Arts degree in Political Science from Vanderbilt University and completed additional coursework in financial disciplines at the Haas Business School. He holds the Personal Investment Advisor (PIA) designation.
Tom lives in Tiburon, California, with his family. He is involved in volunteering efforts with organizations including JDRF, Marin Food Bank, and the Leukemia and Lymphoma Society.
Bank of America, N.A.
2017 - Present (9 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
JPMorgan Chase Bank NA
2013 - 2017 (4 years)
J.P. Morgan Securities LLC
2013 - 2017 (4 years)
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