Sign In
Get Clay Free →

Suggestions

    Thomas Papa

    Director at Lazard Family Office Partners

    Thomas Papa is a seasoned financial professional currently serving as the Managing Director at Truvvo Partners, where he has been instrumental in overseeing client operations and compliance. He held this position from January 2017 until March 2023, after which he transitioned to a Director role at Lazard Family Office Partners. At Truvvo, he managed client relationships and operational functions for the firm's outsourced Chief Investment Officer (oCIO) services, which catered to sophisticated families and institutions with significant wealth.13

    Professional Background

    • Current Role: Managing Director at Truvvo Partners (until March 2023), now Director at Lazard Family Office Partners.
    • Previous Experience:
      • Chief Compliance Officer and Client Operations at Truvvo Partners.
      • Director of Operations and Chief Compliance Officer at Post Rock Advisors.
      • Director of Global Client Services at Ivy Asset Management.
      • Vice President roles at Ivy Asset Management Corp and Morgan Stanley.

    Education

    Thomas Papa earned his Bachelor of Science in Accounting from the Fordham Gabelli School of Business, graduating in 1992.1

    His expertise lies in alternative investments, client relationship management, and operational oversight, making him a key figure in wealth management and investment advisory services.2

    Highlights

    Aug 15 · allmine.com
    Truvvo Partners 13F annual report (2024) - Wallmine

    Related Questions

    What are Thomas Papa's main responsibilities at Truvvo Partners?
    How did Thomas Papa transition from Lazard to Truvvo Partners?
    What is the history of Truvvo Partners before Thomas Papa joined?
    What are the key achievements of Thomas Papa during his tenure at Truvvo Partners?
    How does Truvvo Partners differentiate itself from other family offices?
    T
    Get intro to Thomas
    Add to my network

    Experience

    Director at Lazard Family Office Partners since March 2023
    Managing Director at Truvvo Partners (Jan 2017 - Mar 2023), Director of Operations at Post Rock Advisors LLC (Oct 2010 - Dec 2016), and various senior roles at Ivy Asset Management, Morgan Stanley, Cantor Fitzgerald, and BDO

    Education

    B.S. in Accounting from Fordham Gabelli School of Business (1988-1992)

    Location

    Jericho, New York