Tom Cullen in

Tom Cullen

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Partner, Investment Committee Member, Senior Portfolio Manager at Loxahatchee Capital
📍 West Palm Beach, Florida, United States

Tom is a Partner, Senior Portfolio Manager, and co-founder of Loxahatchee Capital, a wealth advisory firm for high-net-worth clients. Previously a Senior Vice President at UBS, his expertise lies in holistic financial planning for individuals and families. He earned his B. A. from Boston College.

Outside of his direct professional responsibilities, Tom shows a keen interest in the intersection of public policy and market performance, as well as emerging trends like sustainable investing. He values keeping clients informed about macroeconomic factors impacting their portfolios.

In 2025, he took an entrepreneurial step by co-founding his own multi-family office, Loxahatchee Capital.

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Experience
14 Years
Current Role
Partner, Investment Committee Member, Senior Portfolio Manager
Job Level
Middle
Location
West Palm Beach, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Tom cares about

Entrepreneurial Ventures
Recently co-founded his own firm, Loxahatchee Capital, to build a multi-family office designed to serve families and institutions with significant resources.
Holistic Wealth Management
Focuses on providing holistic advice with financial planning as the cornerstone of every client relationship, continuing his practice from UBS.
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Career

Work history

9-2025
Partner, Investment Committee Member, Senior Portfolio Manager
Loxahatchee Capital
5-2011
Wealth Strategist Associate
UBS Financial Services, Inc.
11-2017 - 9-2025
Financial Advisor
UBS Financial Services, Inc.
In the press

Media appearances

$1.4B Loxahatchee Capital Launches with Minority Stake Investment from Elevation Point. Featured in PR Newswire
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Education
1985 - 1989
B.A.
Boston College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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