Thomas J. Picone | CLU

After several decades in the financial services industry, Tom Picone is returning to the roots of what has always defined his work: deeply personalized financial advice built on trust, clarity and long-term relationships. Through Picone Capital LLC, Tom now works with a select group of clients, supported by a carefully hand-selected team who share his commitment to thoughtful, holistic financial planning.

Tom’s career spans leadership roles at the highest levels of the industry, including serving as President and CEO of MassMutual Westchester and leading the successful merger formed FortisLux financial, LLC. in 2018. Throughout his career, he has been recognized for building scalable models of holistic planning, developing top-tier financial professionals, and helping clients align their financial strategies with their broader life goals.

Today, Tom brings that experience full circle – applying decades of leadership, strategic insight and real-world perspective to a boutique practice intentionally designed for impact rather than scale. Picone Capital LLC serves individuals, families, and business owners seeing a highly customized approach, direct access and guidance shaped by experience earned over a lifetime in the profession.

A sought-after speaker and respected industry leader, Tom continues to mentor advisors, support philanthropic initiatives, and remains actively engaged int the local business community. He is known for his integrity, collaborative approach, and the lasting relationships he has built over a financial services career spanning several decades.