Thomas C. Insalaco, CFA, ASA, is a Senior Vice President in Mercer Capital’s gift, estate, and income tax planning and compliance practice group. Since 2008, Tom has provided valuation consulting for gift and estate tax matters, business succession and exit planning, and buy-sell agreements. His current practice focuses primarily on valuations that substantiate the fair market value of business interests for income tax, gift, and estate planning purposes.

Tom has significant industry experience in construction and building materials, manufacturing, consumer discretionary, transportation, and investment management. Earlier in his career, he valued publicly traded companies for institutional investors as part of the equity research division of a global bank.

Tom is an active member of several estate planning councils and CFA Societies in Florida and Western New York, including board service. He regularly speaks on valuation topics for estate planning and professional advisor audiences and contributes to Mercer Capital’s Value Matters® newsletter. He has also taught equity valuation to graduate students at the University at Buffalo.

Tom holds the Chartered Financial Analyst designation and the Accredited Senior Appraiser designation.