Thomas Donelan Leire

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  The Colony Group, Llc
  Boston, MA
• 01/2023 → 06/2023
  Conning
  Hartford, CT
• 08/2022 → 12/2022
  Klr
  Providence, RI
• 06/2021 → 08/2022
  Reltio
  Redwood City, CA
• 05/2020 → 08/2020
  Home Depot
  Danvers, MA
• 05/2019 → 08/2019
  Ferncroft
  Middleton, MA
• 06/2018 → 08/2018
  Sagamore Beach Colony Club Camp
  Bourne, MA
• 09/2015 → 05/2019
  Saint John's Prepatory School
  Danvers, MA
• 08/2019 → 05/2023
  Providence College
  Providence, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-19

Other Names

• Thomas Leire