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Thomas P
Series 66
Incline Village, NV
Corient
Thomas Palecek is a financial advisor at Corient with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Summit Trail Securities, Summit Trail Advisors, and Barclays Capital. He serves on the board of Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both on an uncompensated basis. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, incorporating private fund capabilities and affiliated trust services.
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