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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
  • Background Information

    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.

  • Education & Training

    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
  • Business Experience

    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
  • Notable Memberships
    • HVIA’s Investment Policy Committee
    • Finance Committee of the Orange County Land Trust
    • Hudson Valley Estate Planning Council
    • Orange County Land Trust – Director