Thomas O. Herrick
Vice President and Partner
Tom has over 25 years of experience advising individual and corporate clients. Tom’s investment consulting business is focused on best in class asset managers, primarily using separately managed accounts and mutual funds, and his extensive clientele includes individuals, corporations and retirement plans.
Tom believes face-to-face time with his clients is critical to setting successful investment strategy. He finds one of the most rewarding aspects of his job is helping a client attain a goal which has special meaning and real impact, such as funding a son or daughter’s college education.
Tom began his investment career in 1985 with Wheat First Securities in their Fredericksburg, Virginia office. He remained with the firm and its successors until 2000 when he joined Legg Mason Wood Walker (Legg Mason has since been acquired by Smith Barney). He then joined Cary Street Partners in 2008.
Prior to his investment career, Tom worked for Shell Oil Company in Houston, Texas. He graduated in 1981 from the University of Richmond where he earned a Bachelor of Arts in Economics and Honors in History. He and his family currently reside in Williamsburg, Virginia.
Individual Wealth Management Team
Tel: 540.735.2848
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