Thomas E. Reilly, Jr., JD, LLM

PRINCIPAL & CO-FOUNDER

Tom is a co-founder of Birch Hill and has been working with individuals, endowments, and foundations in the management of their accounts for more than 40 years. Prior to founding Birch Hill, Tom was at Seaward Management for 10 years as a Managing Director. From 1984 through 1997, he was a Vice President and Portfolio Manager at the Boston Company, where his positions included Head of the Boston Endowments and Foundations Group for Mellon Private Capital Management. Tom began his career in the late 1970s with the Private Client Group of Morgan Guaranty Trust Company of New York.

A graduate of Hamilton College, Tom holds a Juris Doctor from Albany Law School and an LLM in Taxation from New York University Graduate School of Law. He is a member of the New York Bar. Tom has been a Trustee of Crossroads for Kids since 1993 and has been on the Board of Directors of St. Francis House since 2010. In September, Tom won the 2017 Invest in Others Community Service Award for his work with Crossroads. In 2018 Boston Magazine named Tom as one of Boston’s Five-Star Wealth Managers.

Thomas E. Reilly, Jr., JD, LLM

Q: What are your role and responsibilities at Birch Hill?
A: Portfolio Management and client services.

Q: What do you think Birch Hill’s best qualities are?
A: Commitment to our clients. A team approach.

Q: What about what you do brings you the most personal satisfaction?
A: We provide an important service to our clients that improves outcomes in their lives. They recognize our contribution and appreciate it.

Q: When you’re not working, how do you spend your time?
A: My children are grown and on their own, so I have more free time now to spend with my wife Betsy, traveling and engaging in activities like golf. I also enjoy cycling and reading. A new grandchild happily gets a good deal of our attention and provides us with more reasons to visit two of our children in the New York area. I am also engaged with St. Francis House and Crossroads, two charities where I am on the Board. Both organizations are making a difference and provide me with a great deal of personal satisfaction.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Teaching. As a Portfolio Manager for individual clients, communicating is a primary area of focus.

Q: What words do you live by?
A: “Commitment, honesty, integrity, community, respect.”