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Thomas J. McGimpsey, Jr., CIMA®
Vice President & Portfolio Manager
Tom has been dedicated to serving High Net Worth individuals, Institutional, and Not-For-Profit Organizations for over a decade. He specializes in helping clients meet their financial goals and objectives. As a member of the Investment Policy Committee here at HVIA, he is responsible for helping to develop and execute the firm’s investment strategies.
“Here it’s about building long term relationships with clients. Each client benefits not only from my expertise, but also from the collective experience of the HVIA team.”
Tom is an integral member of his clients’ financial team; he strives to build long lasting relationships with his clients to help navigate a successful financial path over the course of time.
Tom has been previously selected as a two time “Five Star Wealth Manager” by Hudson Valley Magazine. He resides in Dutchess County with his wife and two children.
Marist College, Poughkeepsie, NY
- Bachelor of Science in Finance – 1996
Jones International University
- Masters of Business Administration (MBA) in Finance – 2006
New York State Life and Health Insurance
- NYS LTC Partnership Plan Certified
Cannon Financial Retirement Plan Services I
Cannon Financial Investment Management I & II
Cannon Financial Trust I
- Certified Investment Management Analyst®, 2017, CIMA designation conferred
Hudson Valley Investment Advisors, Inc. 5/2013 – Present
- Vice President & Portfolio Manager
Wilmington Trust Company, 7/2008 – 5/2013
- Vice President & Investment Advisor
M&T Bank, 2/2007 – 7/2008
- Banking Officer & Employee Benefits Relationship Manager
M&T Bank, 5/2005 – 2/2007
- Financial Consultant
Barr Laboratories, Inc., 3/2002 – 4/2005
- Corporate Accountant
- HVIA’s Investment Policy Committee
- Finance Committee of the Orange County Land Trust
- Hudson Valley Estate Planning Council
- Orange County Land Trust – Director