Thomas Finley
Managing Director, First Choice Strategies
With over three decades of experience in the financial and insurance industries, Tomas Finley has built a distinguished career specializing in insurance, premium finance, and tax-advantaged strategies. As the Managing Director at First Choice Strategies, LLC since 2012, he has been responsible for structuring, modeling, financing, and closing high-net-worth and multi-life premium finance transactions, working closely with lenders to negotiate financing terms and manage annual renewals for each closed deal.
Previously, as CEO of TFS Investors Co. L.P. and Four Quarters Management, LLC, he successfully designed trading algorithms for commodities and stock indices while overseeing tax and regulatory reporting and compliance. He holds a patent pending for a proprietary algorithm predicting correlation trends to optimize risk and return based on Modern Portfolio Theory. This innovative approach to financial modeling showcases his expertise in both finance and tax-efficient strategies.
Earlier in his career, Thomas held senior roles at Merrill Lynch, Bankers Trust, and Citibank, where he managed complex transactions, including tax-efficient financing, life settlements, and preferred stock financings for high-net-worth individuals and institutional clients. His background in tax advisory, including providing consultation for hedge funds and corporations at Arthur Andersen, further solidifies his deep understanding of the intersection between finance and tax strategy. He also received his MBA from the New York University Stern School of Business.
