Thomas Allen

After many years at Morgan Stanley, Tom pursued his passion of working alongside businesses and business owners by co-founding STAC Strategies in 2023. Tom consults with businesses to streamline efficiency, drive growth, and lower cost through STAC's many software and fintech partnerships.

My Story

Tom began his career at Morgan Stanley as an analyst working with high net worth individuals and businesses. Tom performed in-depth financial analysis to assist in building comprehensive financial plans and investment strategies. A Vice President and Portfolio Manager, Tom managed and invested over 300 million dollars on behalf of his clients. 

In 2021, after completion of a rigorous internal program, Tom achieved the title of Executive Financial Services Director. These duties included advising corporations, executive leadership, and early employees & founders on their control and restricted stock. 

After many years at Morgan Stanley, Tom pursued his passion of working alongside businesses and business owners by co-founding STAC Strategies in 2023. Tom continues to consult with businesses to streamline efficiency, drive growth, and lower cost through STAC's many software and fintech partnerships. 

Tom attended Bucknell University where he double majored in Economics and Political Science. Tom grew up in Weston, MA and attended St. Sebastian's School in Needham, where he still remains active in the alumni association. An avid competitor, Tom loves to golf, exercise, spend time outdoors, and watch Boston Sports. Tom resides in Boston, MA with his beloved dog, Stella.