Thomas Kane

Private Wealth Manager in Chicago, IL

Managing Director and Private Wealth Advisor, The CKWM Group at Merrill Private Wealth Management

Tom Kane is a Managing Director and senior leader of the CKWM Group at Merrill Private Wealth Management. Overseeing approximately $13 billion in entrusted assets (as of January 2, 2026), Tom specializes in helping private business owners, entrepreneurs, and ultra-high-net-worth families capitalize on unique financial opportunities. Whether forming a virtual family office or navigating complex legacy planning, Tom guides his clients in building, preserving, and transferring dynastic wealth.

With over two decades of experience, Tom has been recognized as one of the nation’s top advisors, including multiple placements on the Barron’s Top 1,200 Financial Advisors list and the Financial Times’ Top 400. The CKWM Group is also recognized among Barron’s Top 250 Private Wealth Management Teams, and Tom was named by On Wall Street as one of the nation’s Top 40 Advisors Under 40 for eight consecutive years.

Prior to joining Merrill in 2017, Tom served as a Private Wealth Manager and Managing Director at UBS, following roles at Lehman Brothers where he formed The CKWM Group and a prominent Chicago-based family office. He was selected for the First Scholar Program at First Chicago NBD Bank (now J.P. Morgan) and earned his M.B.A. from the University of Chicago Booth School of Business. He is a graduate of Drake University, where he played football.

Outside the office, Tom is deeply committed to philanthropy, supporting the Western Golf Association, JUF, FIDF, and the Pilot Light Foundation. A lover of art and design, he is an avid golfer who enjoys traveling to explore new cultures and cuisines.