Tom Kane, President and Chief Executive Officer, KaneCarlton, LLC, has 35 years of experience in trust, private banking, asset management and brokerage. Tom specializes in helping clients review and revise business models for the distribution of wealth management services. His focus is optimizing results for financial institutions within the brokerage, asset management and trust business lines. He helps executive managers make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions to reduce costs, increase profits and gain competitive advantage.
Some of the specific areas in which Tom works with regional and community banks are:
Tom is a frequent contributor to Bank Investment Consultant Magazine, BISA OneSource and speaks at many industry events. He is the author of Wealth Biz Buzz, a thought-provoking blog.