Thomas Trainor
Managing Director, Hanover Private Client Corporation
Tom Trainor is currently the Managing Director of Hanover Private Client Corporation, which he founded in 1999. Hanover advises clients on the breadth of their personal financial affairs, utilizing advanced practices and knowledge employed by leading financial institutions and multi-family offices. Previously, Tom was a Vice President with J.P. Morgan in both New York and Toronto and advised international companies and families on investments, acquisitions, divestitures, financing and risk management strategies. He is a past member of the AICPA Personal Financial Planning Executive Committee, is a past President and board member of the CFA Society Toronto, and was chair of the Private Client, Governance and Audit committees. Tom was also Vice Chair of the Private Wealth Advisory Committee of the CFA Institute, which advised the professional body on the developments in the international private wealth area.
Appearances
IdentificationPFP1806DateJune 11, 2018We will walk through all of the interrelated aspects of helping your clients plan for a “successful” retirement…Speakers
Managing Member, Sprinkle & Associates LLCManaging Director, Hanover Private Client CorporationTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupFounder and President, L. K. Benson & Company
IdentificationPFP18NL04DateJune 13, 2018This interactive seminar will focus on a number of practical issues in managing private client portfolios…Speakers
Managing Director, Hanover Private Client CorporationLauren Minch, CPA, CFA, CGMACo-Founder and Partner, LMD & Associates (LMD)$49Standard Price
IdentificationPFP1909DateJune 10, 2019There have been many developments over the past decade in how private client investment portfolios are structured and how investments should be managed. These changes include an increase in the availability of asset classes that were previously only available to institutional investors…Speakers
Lauren Minch, CPA, CFA, CGMACo-Founder and Partner, LMD & Associates (LMD)Managing Director, Hanover Private Client Corporation$49Standard Price
IdentificationPFP2414DateJune 4, 2024Join us to navigate the future of your office with Microsoft 365. Find the hidden gems of Microsoft 365 and uncover the untapped capabilities from the over 25 apps that are included with Microsoft 365. * Boost your efficiency with new, powerful tools…Speakers
Strategic Technology Advisor, Higgins Advisory, LLCManaging Director, Hanover Private Client Corporation$49Standard Price
IdentificationENG2423DateJune 5, 2024Learn how to unleash the power of artificial intelligence in your professional practice! Explore what artificial intelligence tools are available and identify practical applications on how to best use them within your firm…Speakers
Strategic Technology Advisor, Higgins Advisory, LLCManaging Director, Hanover Private Client Corporation$49Standard Price
IdentificationPFP2408DateJune 3, 2024Join our panel discussion where we will discuss the financial aspects of aging and what most clients can expect. We will also discuss the emotional side of having these discussions with your clients in an effective and empathetic way. Everyone who gets old will have issues that need to be discussed…Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupSpeakers
Wealth Advisor, Stearns Financial GroupManaging Director, Hanover Private Client CorporationPresident, Frisch Financial Group, Inc.$49Standard Price
IdentificationENG2529DateJune 12, 2025Discover how Microsoft 365 Copilot can revolutionize your workflows as a CPA offering tax, accounting, financial, tech or other advisory services. In this interactive session, learn practical applications of Copilot across tools like Excel, Outlook, Teams, SharePoint, Word and beyond…Speakers
Strategic Technology Advisor, Higgins Advisory, LLCManaging Director, Hanover Private Client Corporation- IdentificationENG2527DateJune 12, 2025Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. Dive deep into the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes…
Speakers
Strategic Technology Advisor, Higgins Advisory, LLCManaging Director, Hanover Private Client Corporation
