Liam Tobias

I joined Bourgeon in April 2026. I am passionate about working with clients and helping individuals and families navigate important financial decisions with confidence and a long-term perspective. I am currently studying for the CFP® and aim to be certified by July 2027.

 

I earned my Bachelor of Science in Finance from the University of Connecticut School of Business in Storrs, CT. I started my career at Guardian Life, a Fortune 250 company, on their Corporate Development team, assisting in strategic partnerships with major asset managers and evaluating various investments. Prior to Guardian, I interned at Jefferies on their Financial Planning and Analysis team, where I gained analytical and strategic finance experience through close collaboration with the investment banking and sales and trading groups by forecasting areas for future growth.

 

Outside of work, I enjoy fitness, golf, traveling, and spending time with my family and friends.