Tom Lalley

Tom Lalley has extensive work experience in the financial industry. Tom started their career at Fidelity Investments in 1993 as a Brokerage Representative and later held various roles, including Fixed Income Specialist and Work Group Leader. In 2000, they joined John D. Dovich & Associates, LLC as a Principal, where they provided fee-based financial planning and wealth management services. In 2019, they became Managing Director & Partner at MAI Capital Management, LLC, focusing on guiding individuals and families in meeting their financial goals and providing expertise in exit planning for business owners.

Tom Lalley earned a Master of Business Administration (MBA) degree from Xavier University from 1996 to 1999. Prior to that, they completed a Bachelor's degree in Accounting from Northern Kentucky University between 1988 and 1992. Additionally, Tom has earned certifications as a Certified Financial Planner and a Chartered Financial Analyst.