AeroLeads people directory · profile
Tom Spohn, Cfp® Email & Phone Number
Manager | Institutional Portfolios
at
CAPTRUST
1 work email found
@bostonprivate.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager | Institutional Portfolios
Location
New York, New York, United States
Company size
Who is Tom Spohn, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Spohn, Cfp® is listed as Manager | Institutional Portfolios at CAPTRUST, a company with 1713 employees, based in New York, New York, United States. AeroLeads shows a work email signal at bostonprivate.com and a matched LinkedIn profile for Tom Spohn, Cfp®.
Tom Spohn, Cfp® previously worked as Senior Specialist | Institutional Portfolios at Captrust and VP, Portfolio Manager at Svb Private. Tom Spohn, Cfp® holds Bachelor’S Degree, Options In Finance And Marketing, 3.71 from University Of New Hampshire.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Tom Spohn, Cfp®'s masked contact details.
*@bostonprivate.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tom Spohn, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tom Spohn, Cfp®
Former University of New Hampshire student with a Bachelor of Science in Business Administration with Options in Finance and Marketing.
Listed skills include Powerpoint, Marketing, Microsoft Excel, Social Media, and 19 others.
Current workplace
Tom Spohn, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
7 roles
Tom Spohn, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Specialist | Institutional Portfolios
Current
May 2023 - Present
Vp, Portfolio Manager
Nov 2021 - Apr 2023
Wealth It Bsa Ii
Jun 2020 - Nov 2021
Team Lead – Client Services
Redblack Software
Jan 2020 - Jun 2020
Senior Support Representative
Redblack
Jul 2018 - Jan 2020
Client Service Representative
Redblack
Jun 2016 - Jun 2018
2 education records
Tom Spohn, Cfp® education
Bachelor’S Degree, Options In Finance And Marketing, 3.71
Education record
Hollis Brookline
FAQ
Frequently asked questions about Tom Spohn, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Spohn, Cfp® work for?
Tom Spohn, Cfp® works for CAPTRUST.
What is Tom Spohn, Cfp®'s role at CAPTRUST?
Tom Spohn, Cfp® is listed as Manager | Institutional Portfolios at CAPTRUST.
What is Tom Spohn, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bostonprivate.com for Tom Spohn, Cfp® at CAPTRUST.
Where is Tom Spohn, Cfp® based?
Tom Spohn, Cfp® is based in New York, New York, United States while working with CAPTRUST.
What companies has Tom Spohn, Cfp® worked for?
Tom Spohn, Cfp® has worked for Captrust, Svb Private, Boston Private, Redblack Software, and Redblack.
How can I contact Tom Spohn, Cfp®?
You can use AeroLeads to view verified contact signals for Tom Spohn, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Tom Spohn, Cfp® attend?
Tom Spohn, Cfp® holds Bachelor’S Degree, Options In Finance And Marketing, 3.71 from University Of New Hampshire.
What skills is Tom Spohn, Cfp® known for?
Tom Spohn, Cfp® is listed with skills including Powerpoint, Marketing, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Social Networking, and Customer Service.
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