Tom Beaty
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- Full Name
- Tom (Thomas) Beaty, CFP®
- Title
- Private Wealth Advisor, Senior Vice President — leader of "Beaty Wealth Partners"
- Firm
- Citizens Private Bank / Citizens Private Wealth (previously First Republic Investment Management, then J.P. Morgan Securities)
- Firm Type
- Private wealth management / bank-affiliated advisory (not a venture or angel-investing firm — see note below)
- Investment Stage
- Not applicable / unverified — the stub's "Seed Round" and "Angel Investor" classification could not be substantiated for this person
- Target Company Profile
- As a wealth advisor, his clients are high-net-worth individuals — executives, business owners/founders, and retirees (100% HNW client base, ~$6.4M average assets per client)
- Sector Focus
- Wealth management, financial planning, portfolio management, estate/tax and business-exit planning (not sector-specific startup investing)
- Geographic Focus
- San Francisco Bay Area
- Location
- San Francisco, CA (101 California Street, Suite 1800, 94111)
Background
Tom Beaty is a Certified Financial Planner (CFP®) and private wealth advisor based in San Francisco with roughly 27 years of industry experience. He holds the Series 66 license. His practice serves high-net-worth clients across their full balance sheet — investments, lending, financial planning, estate and tax planning, and business succession/exit strategy.
The bulk of his career was spent at First Republic: he worked with First Republic Investment Management, First Republic Bank, and First Republic Securities Company for approximately 13 years (about 2010–2023), which is the origin of the `[hidden]` address in the stub. After First Republic was seized and its wealth business was disrupted in 2023, he moved briefly to J.P. Morgan Wealth Management / J.P. Morgan Securities (2023), and then joined Citizens Private Bank / Citizens Private Wealth in 2024, where he now leads "Beaty Wealth Partners" as a Private Wealth Advisor and SVP.
Earlier in his career he was a Private Client Advisor at U.S. Trust (asset allocation, investment management, estate and wealth-transfer planning, and alternative investments), an Investment Consultant and Office Director for City National Bank's San Francisco wealth-management group, and a Director of Business Development at Scudder Private Investment Counsel. His Beaty Wealth Partners team at Citizens includes Moira McGlynn, CFP® (Relationship Manager), Rod Olea (Head of Fixed Income), Linda Yang, CFP® (Senior Wealth Strategist), and Michael Solis (Client Associate).
Investment Thesis & Focus
- Operates as a private wealth advisor, not an angel investor. His "thesis" is client-side: managing and growing the wealth of high-net-worth Bay Area individuals and families rather than deploying seed capital into startups.
- Advises on portfolio management, financial planning, and "selection of other advisers," with 100% of his book being high-net-worth clients and a very low client-to-advisor ratio (~27 clients), indicating a concentrated, high-touch practice.
- Areas of stated expertise: business succession planning, business exit strategy, estate planning, tax planning, and comprehensive wealth management — often relevant to founders and executives after a liquidity event, which is likely why he surfaces in founder/investor databases.
- No public angel/seed investment thesis, stated check size, or startup sector focus could be verified for this individual.
Notable Investments
- No verifiable angel or venture investments (portfolio companies, rounds, or outcomes) could be found attributed to this Tom Beaty. As a bank-affiliated wealth advisor, he manages client portfolios rather than making disclosed direct startup investments.
- *(Caution: startup deals attributed online to "Tom Beaty" — e.g., Resultiv Capital's stakes in companies such as Main Street, ReNew, and Chptr, or Insight Sourcing Group's 2024 sale to Accenture — belong to a different Tom Beaty in Atlanta and are not this person's.)*
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