Partner

Tom Corra

About Tom
Tom has over 25 years of broad leadership experience across asset management, fintech, and consulting. He has a long track record of driving growth and profitability through market-focused strategy development and execution, and a strong reputation as a trusted strategic and financial advisor.

Tom started his career in GE’s Financial Management Program. After a two-year stint of service teaching inner-city boys at Nativity Preparatory School and earning his MBA, Tom joined Boston Consulting Group. At BCG, Tom led assignments spanning strategy development, operational improvement, and post-merger integration across a variety of industries.

Since leaving BCG, Tom has held leadership positions in financial services across most functions and multiple business lines. In 2004, he joined Fidelity Investments’ Financial Advisor Solutions (FFAS) business. At FFAS, Tom developed plans and processes that took the unit’s largest business line from a loss to a double-digit operating margin; led the unit’s advisor-sold 401(k) business, where he improved customer satisfaction and increased the business line’s profitability by 15 percentage points; and served as the unit’s Chief Administrative Officer and Head of Offshore Sales, leading Latin American efforts.

Tom then spent five years in Fidelity Institutional (FI). He led strategy and planning for FI Technology, aligning over $1B in annual investment with Fidelity priorities. As Executive Vice President, Strategy & Business Analysis, he led a multi-national team spanning operational quality, business process improvement, data science, strategy, and market research for the $3B+ revenue unit. Then, as COO of Fidelity Clearing & Custody Solutions, he developed the strategy for the newly combined business, leading to accelerated growth and record profits in 2017 and 2018. He also led the business’s response to the Department of Labor Fiduciary Rule. Tom was also Head of Corporate Planning & Analysis for Fidelity. Reporting to the CFO, and working closely with the CEO and executive team, he contributed to nearly 2x growth in Fidelity operating income from 2015 – 2018.

Most recently, Tom was CFO and Chief Investment Officer of Hometap Equity Partners, an innovative real estate tech firm that offers homeowners access to their equity without taking on additional debt. In this role, he helped grow the business 20x through multiple funding rounds. Tom is a Chartered Financial Analyst. He earned his BS in Finance from Fairfield University and his MBA from Harvard Business School. He is a Trustee of the Catholic Schools Foundation.

Jeff Miller
Partner
Jeff has had a dynamic career as an operator and growth driver across the financial services ecosystem, both domestically and internationally, and has had executive roles in Asset Management, Wealth Management, Consulting, and Fintech.
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Frank Porcelli
Partner
Frank has had a distinguished career in asset management and wealth management. As Chairman of BlackRock’s US Wealth Advisory Business, Frank grew assets under management from $250B to $1T.
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Dave Schrohe
Partner
Dave has amassed deep and broad wealth management industry experience in leadership roles at both RIAs and larger institutions, taking advantage of technology and innovation to improve everyone’s experience.
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