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Tom Caulfield, senior vice president of private banking for TriState Capital Bank, is responsible for delivering solutions to family offices, investment firms, financial advisors and their clients. Prior to joining TriState Capital, Tom served as vice president and senior advisor consultant with a global asset manager. He holds a bachelor’s degree in liberal studies from Westfield State University and earned Certified Investment Management Analyst designation with FINRA Series, 6, 63 and 7 licenses.