Tom Santa Barbara, AIF®, CPFA®

Tom Santa Barbara is recognized for his expertise in plan design and fiduciary investment management. For more than 25 years, he’s provided insights and guidance to commercial enterprises and nonprofit organizations subject to prevailing wage regulations.

Tom started his career over 40 years ago in the insurance and employee benefit business that took him from Boston to California and finally back home to the Albany, NY area. In 1999, Tom purchased a third- party administration business that provided bona fide benefit plans to merit shop construction companies subject to prevailing wage regulations. He turned that business into Direct Advisors, which was acquired by HUB International in September 2022.

Tom is an Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®), licensed in life, health, property and casualty and maintains his Series 65 registration with Global Retirement Partners, LLC, an SEC registered investment advisor.

In addition to his daily duties with the company, Tom is an active member of the Empire State Chapter of the Associated Builders and Contractors (ABC), currently serving as chairman of the board. Tom is a graduate of Penn State University