Tom Dorsky, CFA® in

Tom Dorsky, CFA®

Trailblazer · DISC type ID
Head of FNZ Trust Company | Board Director at FNZ Group
📍 Boston, Massachusetts, United States

Tom Dorsky is a seasoned executive with over 20 years of experience driving growth and transformation in financial services. As CEO and Board Director of FNZ Trust Company, he leverages deep expertise in wealth management and operational excellence. He holds a Bachelor of Science from Bentley University and Series 7, 9, & 10 certifications.

People frequently describe him as a transparent, action-oriented, and inspiring leader who is deeply knowledgeable in the financial services and asset management sectors.

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Experience
30 Years
Current Role
Head of FNZ Trust Company | Board Director
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How Tom shows up

Friendly But Fast
Achievement-Oriented
Charismatic

They do not mind taking risks and can make hard decisions, if necessary. They are charming and have the ability to align others behind their decisions. They respond better to a combination of speed and relationship.

Priorities

Topics Tom cares about

Wealth Transformation
His career focuses on executing winning business strategies and driving organizational transformation for firms in wealth management and global custody.
Operational Excellence
With multiple COO roles on his resume, he has a proven track record of enhancing trading efficiency, managing risk, and overseeing large-scale operational functions.
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Career

Work history

4-2024
Head of FNZ Trust Company | Board Director
FNZ Group
8-2019 - 1-2024
Managing Director - Wealth Strategies Group & Income Solutions
Charles Schwab
7-2017 - 8-2019
Managing Director, Schwab Investment Advisory Risk Management
Charles Schwab
5-2016 - 7-2017
Chief Operating Officer - ThomasPartners Investment Management
Charles Schwab
3-2012 - 5-2015
Chief Operating Officer
Covestor
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science
Bentley University
Executive Coursework
The University of Chicago Booth School of Business
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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