Thomas H. Gerson, MBA, CIMA, CPWA, CRPC | Managing Partner
Tom Gerson is the Managing Partner and a Wealth Manager at Blair Hall Advisors. He established Blair Hall Advisors in early 2014 after five years' experience working at large financial firms and 20 years' experience as a private investor. Tom's professional aspiration is to provide the highest-quality advisory relationship that each client has ever experienced.
Tom earned his designation as a Certified Investment Management Analyst® (CIMA) in conjunction with advanced studies at the Wharton School at the University of Pennsylvania. He is also a Certified Private Wealth Advisor® (CPWA), a designation he earned at the University of Chicago Booth School of Business. Both designations are conferred by the Investment Management Consultants Association (IMCA). IMCA recently asked Tom to serve on an elite volunteer task force charged with continuously improving the examinations required for the CIMA certification.
In addition, Tom has been named a Chartered Retirement Planning Counselor® (CRPC), a designation granted under the auspices of the College for Financial Planning.
Tom was educated at Princeton University, where he graduated summa cum laude and Phi Beta Kappa with a degree in public policy, and studied with former Federal Reserve Chairman Paul Volcker. He also completed an MBA at the Stanford University Graduate School of Business.
Earlier in his career, Tom spent ten years in a range of leadership roles at Fortune 500 companies, primarily as a director and senior director at Gap Inc. and Amazon.com. There he led product-management and technology teams to launch and grow some of the country’s leading e-commerce businesses. In addition, he took leadership roles at two Silicon Valley Internet start-ups and worked as a strategy consultant, both at a boutique firm and at Booz-Allen & Hamilton.
Before college Tom attended New York City’s Ethical Culture–Fieldston Schools, which taught him the importance of strong ethics in all areas of life. Maintaining strong ties to his alma maters, Tom has served as a Governor of the Princeton Association of New York City and is active in the Seattle chapter of the Stanford University business school alumni association.
Tom, his wife, Shelly, and their children live in Seattle, and Tom divides his time primarily between Seattle and New York.
John Correia, CFA, MBA | Senior Wealth Manager and Investment Strategist
John Correia is a Senior Wealth Manager and Investment Strategist for Blair Hall Advisors. John brings more than 20 years’ experience in financial services to our firm. In addition to founding an independent investment-advisory practice, he has more than four years’ experience in the hedge-fund industry and more than seven years’ experience at the Nasdaq Stock Market, initially as a Senior Research Analyst and, subsequently, as a Managing Director in the Market Intelligence Group. Prior to joining the Nasdaq, John worked in the defined contribution retirement plan groups at MetLife and at Bankers Trust.
In addition to helping our clients manage their wealth and contributing to our firm's overall investment strategy, John also provides instruction in investment management and investment banking at various marquee financial firms in New York City and nationally. His training sessions cover such topics as financial-statement analysis, asset valuation, and portfolio management, among others.
John is a CFA® Charterholder, a globally respected, graduate-level designation awarded by the CFA Institute. He also earned an MBA from the New York University Stern School of Business and graduated cum laude from Boston College with a B.S. in economics.
John, his wife, Chesley, and their children live on New York’s Upper East Side.
Sue Chesney, CFP | Financial Planning
Sue Chesney leads the Financial Planning capability for Blair Hall Advisors. She and her team of planners work hand-in-hand with our wealth managers to help clients achieve their personal and financial objectives.
Sue has worked in the financial services industry for more than 20 years, concentrating specifically on planning since 2000. After obtaining her Certified Financial Planner certification, she continued on to earn a Master of Science Degree in Personal Financial Planning from the College for Financial Planning. Earlier Sue earned her Bachelor of Science Degree in business from the McIntire School of Commerce at the University of Virginia.
In 2011, Sue founded her own firm to assist select financial advisory practices on a collaborative basis, and she contributes to Blair Hall Advisors through that structure. Her team of experienced, educated planners complements the efforts of our wealth managers to provide our clients with comprehensive analyses and specific recommendations. Every plan is a team effort.
Sue resides in Denver, allowing her to take full advantage of many outdoor activities. On any given weekend, no matter the season, you will most likely find her in the mountains.
Jan DeProspero | Client Services
Jan DeProspero is Head of Client Services for Blair Hall Advisors. Jan is responsible for managing routine client requests, assisting with client relationship management, and helping optimize business processes.
With more than 25 years’ experience in business process support, Jan comes to Blair Hall Advisors with eight years’ experience managing a successful financial-advisory firm.
Based near Miami, her firm specializes in providing financial operations support exclusively for high-end, independent Registered Investment Adviser firms. Her practice constantly seeks new tools and techniques for helping such elite wealth managers focus on achieving the best possible experience for their clients, while Jan manages the details of running the most streamlined and effective operation possible.
Jan successfully raised four boys as a young widow, and has the kind of can-do attitude we love to have on the Blair Hall Advisors team.