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    Tom Crotty

    Family Office Practice Leader at Sensiba San Filippo LLP

    Tom Crotty is the Family Office Practice Leader at Sensiba San Filippo LLP, based in the San Francisco Bay Area.12 He has extensive experience in finance, accounting, and management, with a career spanning over four decades.2

    Career Highlights

    • Currently serves as Family Office Practice Leader at Sensiba San Filippo LLP since April 202112
    • Previously held roles such as:
      • Managing Director, CFO Services at Cresset Capital (2018-2020)2
      • Managing Director, Family Office Advisory at Ascent Private Capital Management (2013-2018)12
      • President at Montgomery Professional Services (2011-2013)12
      • Senior Managing Director at Cbiz (2004-2011)1
      • Chief Operating Officer and Chief Financial Officer at Insidesource (1999-2004)1

    Education

    • MBA in Finance & Accounting from UCLA Anderson School of Management (1975-1977)2
    • BSC in Finance from Santa Clara University (1971-1975)2

    Expertise

    Tom Crotty specializes in providing financial services to ultra-high net worth families and family offices. His skills include mergers and acquisitions, finance, management, due diligence, startups, accounting, strategic planning, financial analysis, and executive management.1

    Highlights

    Jan 1 · aeroleads.com
    Tom Crotty Email address & phone number | Family Office Practice ...

    Related Questions

    What are Tom Crotty's key achievements at Sensiba San Filippo LLP?
    How did Tom Crotty transition from Montgomery Professional Services to Sensiba San Filippo LLP?
    What specific services does Tom Crotty provide to family offices?
    What are Tom Crotty's main responsibilities as Family Office Practice Leader?
    How has Tom Crotty's experience at Cresset Capital influenced his current role?
    Tom Crotty
    Tom Crotty, photo 1
    Tom Crotty, photo 2
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    Location

    San Francisco Bay Area