As President of Arlington Heritage Group, Inc., Thomas Tirney plays a pivotal role in shaping the landscape of trust administration and management for non-profit providers and residential agencies dedicated to serving the special needs community. Under his leadership, the company has become a trusted partner...
As President of Arlington Heritage Group, Inc., Thomas Tirney plays a pivotal role in shaping the landscape of trust administration and management for non-profit providers and residential agencies dedicated to serving the special needs community. Under his leadership, the company has become a trusted partner for 501(c)(3) organizations, offering the Provider Trust—a specialized (d)(4)(c) pooled trust designed to preserve client assets while ensuring continued eligibility for vital means-tested government benefits such as Supplemental Security Income (SSI) and Medicaid.
Thomas's expertise in strategic financial planning and asset management is instrumental in navigating the complexities of trust administration. He spearheads key projects aimed at enhancing the transparency and efficiency of financial solutions for non-profits, helping them eliminate frivolous spend-down situations that can jeopardize their clients' financial stability. His deep understanding of investment strategies, including equities and alternative investments, allows Arlington Heritage Group to provide tailored financial planning services that meet the unique needs of its clients.
With a strong background in investment banking and portfolio management, Thomas is adept at leveraging financial tools and market insights to optimize the management of trust assets. His proficiency with platforms like Bloomberg and his Series 7 licensing further bolster the company’s credibility in the financial sector. Through his commitment to the special needs community, Thomas Tirney not only safeguards the financial futures of individuals but also empowers non-profits to focus on their mission of care and support.
