Thomas Kane Email & Phone Number

Tom Kane is a Managing Director, Private Wealth Advisor, and a senior leader of the CKWM Group at Merrill Private Wealth Management. The CKWM Group currently manages over $9 billion of assets and liabilities (as of April 2023) for a select group of families. Tom works with private business owners and other entrepreneurs, helping them capitalize on the unique opportunities at their disposal and in many cases guiding them in forming a virtual family office. He offers more than two decades of direct experience helping ultra-high-net-worth individuals and families anticipate-and act upon-the strategies and ideas that can help them build, preserve, and transfer dynastic wealth.Tom has focused on the needs of ultra-high-net-worth clients throughout his career. Prior to CKWM joining Merrill Private Wealth Management in 2017, he served as a Private Wealth Manager and Managing Director with UBS. Earlier, he held parallel roles at Lehman Brothers, where he met fellow team leaders Michael Covey and Mark Wiktor and formed The CKWM Group. Tom's career also includes a tenure in investment management with a prominent Chicago-based family office. He was selected for the First Scholar Program at First Chicago NBD Bank (now J.P. Morgan) and earned his M.B.A. with a concentration in Finance and Accounting from the University of Chicago's Booth School of Business. He is a graduate of Drake University, where he was a member of the football team.Tom commits significant time and resources to his philanthropic interests, which include the FIDF, Western Golf Association, JUF, Northwestern Memorial Hospital, and the Pilot Light Foundation.Keenly interested in art and design, Tom enjoys sharing these passions with fellow enthusiasts. An avid golfer, he also likes to travel to diverse destinations and explore new cultures and cuisines.