Tom Scarlata Senior Research Analyst, Fixed Income
  • Provides due diligence activities on fixed income mutual funds and exchange traded funds. Evaluates and selects fixed income managers for the mutual fund recommended list.
  • Assists the Investment Research team in the production of the mutual fund recommended list and other advisor facing content.
  • Earned a BS in Finance from Bentley University and is currently a Level II Chartered Financial Analyst® (CFA®) candidate
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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.