About Thomas E Goss, Jr.
Tom Goss is a Portfolio Manager and Financial Advisor with the 399 Park Group at Morgan Stanley. Based in NYC, Tom has been providing investment advice to individuals and institutions for over 40 years. Tom began his career as a Financial Advisor at Shearson Loeb Rhodes after earning a BA from Washington & Lee University in Lexington, VA.
Prior to joining Morgan Stanley, Tom was in Institutional Equities as a Managing Director at BMO Capital Markets and Lehman Brothers, where he was responsible for leading teams and significant client relationships. Previous assignments included co-heading Cap Intro/Prime Brokerage and NY Research Sales at Lehman, Equity Sales at Bank of Montreal, as well as roles in Equity Syndicate at Paine Webber and Lehman in London, Tokyo, Hong Kong.
Today, Tom advises successful business executives, family offices, and philanthropies on structuring their investments, risk management, borrowing needs, and wealth preservation and planning. His particular focus is on investments, where he is a Portfolio Manager with the 399 Park Group.
Originally from Cleveland, Tom and his wife, Lib, live in Manhattan and enjoy spending time with their two grown children and many friends and community activities, including Kiawah and St. James’ Church.
Securities Agent: OH, KS, IL, GA, WA, SD, MA, LA, IN, WV, NY, KY, SC, NV, NM, NH, DE, RI, NJ, NC, ME, FL, WY, WI, MT, DC, CA, AK, VA, UT, PA, MN, MI, CO, TN, MO, VT, PR, NE, MD, CT, AZ, AR, TX, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1610609