Thomas J. Haug Email and Phone Number
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Past and future speaking engagements:Family Office & PWM Forum, July 20th-22nd 2020, VirtualOpal Private Equity, Family Office & PWM conference, October 19th-24th 2020, VirtualAlternative Investing Summit, December 6th-December 9th 2020, VirtualFamily Office Super Summit, December 15th 2020, VirtualIMN Real Estate SPAC Forum, March 2nd 2021, VirtualOpal Winter Forum, March 23rd-24th 2021, VirtualOpal Impact Forum, April 13th-14th 2021, VirtualOpal Exchange, April 20th-23rd 2021, VirtualOpal SPAC Conference, SPAC Expert, May 5th 2021, VirtualReal Estate Investment Summit, May 19th-20th 2021, VirtualFamily Office Private Wealth Forum, July 19th-21st 2021, Gurney’s Newport, RISALT Global Thought Leadership Forum, September 13th-15th 2021, Javits Center, NYCPrivate Funds and Venture Conference, September 26th-29th, Austin, TXFamily Office & Private Wealth Forum, October 20th-22nd 2021, Napa Valley, CAAlternative Investing Summit, December 8th-10th 2021, Dana Point, CALinkBridge Global Investors Annual Meeting, December 13th-14th 2021, Harmonie Club, NYCFamily Office Winter Forum, March 8th 2022, Marriott Marquis, NYCUS Leadership & Innovation Summit, March 23rd-24th 2022, University Club, NYCESG & Impact Investing Forum, March 27th-29th 2022, Palm Beach, FLMarkets Group Institutional RE Forum, April 28th 2022, Water Club, NYCLinkBridge Global Investors Annual Meeting, June 9th 2022, NYCMarkets Group Private Wealth East, June 22nd 2022, The Current, Pier 59, NYCFamily Office Private Wealth Forum, July 17th-21st 2022, Gurney’s Newport, RIEmerging Managers Summit, September 12th-13th 2022, Austin, TXPrivate Markets Investment Forum, September 21st-23rd 2022, Isle of the Palms, SCFamily Office and Private Wealth Management Forum, October 19th-21st 2022, Napa Valley, CAFamily Office Winter Forum, March 9th 2023, NYCESG & Impact Investing Forum, March 26th-29th 2023, Palm BeachReal Estate Investment Summit, March 26th-29th 2023, Palm BeachFamily Office Private Wealth Forum, July 10th-12th 2023, Gurney’s Newport, RIFamily Office and Private Wealth Management Forum, October 18th, 2023, Napa Valley, CAAlternative Investing Summit, December 3rd-5th 2023, Dana Point, CAAPEX Invest, January 21st-23rd 2024, BahamasFamily Office Winter Conference, March 4th 2024, NYCOpal Exchange, March 17th-19th 2024, West Palm Beach, FLFamily Office & Private Wealth Legacy Summit, August 27th-28th 2024, Water Mill, NYFamily Office & Private Wealth Management Forum West, October 15th-17th 2024, Napa, CA
Various Global Conferences - 100+ Engagements To Date (See About Section For Det
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Motivational Speaker, Public Speaker And Financial Subject Matter ExpertVarious Global Conferences - 100+ Engagements To Date (See About Section For DetNew York, Ny, Us
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Ceo, Managing MemberAspen Tree Advisory (Aspen Tree, Llc.) May 2016 - PresentAspen Tree, LLC is a highly specialized consulting and advisory firm with demonstrated success originating and maintaining strong relationships within the ultra-high-net-worth community. Aspen Tree's primary areas of focus are identifying and managing strategic relationships and opportunities, within the alternative investment, private equity, venture capital, real estate, RIA and family office community. Retaining Aspen Tree, LLC as an internal or external advisor (MFO) can be the key to managing your business, wealth and key decisions. This will alleviate the burden of being over staffed or overworked. We pride ourselves in assisting you in making those key decisions and getting subject matter experts involved at the right time. Engaging us will leave you more time to enjoy what is important in your life. Having worked with ultra-high-net-worth individuals for over 15 years personally and 38 years as a combined core team, we’ve built an extensive network of resources and key industry relationships to help administer your family legacy. We also serve as a networking, business development and marketing resource. Our experience enables us to assess your individual and business circumstances then recommend the appropriate resources that can best benefit your business and family.
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Creator, Contributing HostVenture Talk Weekly Apr 2020 - PresentVenture Talk Weekly ran Friday during the pandemic for 34 weeks, we took a break during summer 2021 to accommodate in-person engagements. "We are real investors, investing in real companies and talking about the current venture capital environment" -
President / MemberA.W. Jones Mar 2017 - Sep 2018New York, Ny, UsA.W. Jones is generally regarded as being the first hedge fund, and one of the first fund of funds. For almost 70 years we have focused on providing individuals and families with a disciplined investment approach. We are now applying the same philosophy to A.W. Jones Private Advisors, a comprehensive wealth management offering with an emphasis on alternative investments. Our investment philosophy has withstood the test of time, as we have successfully navigated many market cycles over the decades. The Firm’s longevity and success owes much to our proprietary manager selection process. We combine a mix of seasoned investment managers who have honed their craft over many years and market-cycles with emerging managers who manage smaller funds or niche strategies that are nimble, with the potential for higher alpha. This mix of seasoned and emerging managers has helped us drive results while mitigating risk. A.W. Jones Private Advisors applies those same core investment principles in a comprehensive wealth management offering for high net worth individuals, families, foundations and endowments seeking to protect and grow their assets. Each client engagement begins with a conversation. We start with an understanding of your goals, risk tolerance, investment objectives, and financial responsibilities. Then, in collaboration with you, we make specific recommendations to help achieve your goals. Through our open-architecture wealth advisory platform, we offer our clients unbiased customized investment advice, as well as account aggregation analysis and performance reporting services, designed to help clients maximize total risk-adjusted return across their entire portfolio. -
Managing Director/Senior AdvisorFieldpoint Private Jun 2014 - May 2016Greenwich, Ct, UsManaging Director and Senior Advisor of Fieldpoint Private, with a major focus on business development and corporate relations. Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions. My practice encompassed wealth management, trust, banking and lending to clients including but not limited to: wealthy individuals, endowments, foundations, family offices, RIA’s, hedge funds, private equity and venture capital firms. My practice offers a powerful combination of wealth management and strategy, addressing every financial need for each of my clients. -
Managing DirectorFirst Republic Bank Jun 2007 - Jun 2014San Francisco, Ca, UsIn my position at First Republic Bank I built and maintained a relationship-based client portfolio, identified new business opportunities and offered a diversified product portfolio to a sophisticated high-net-worth client base. My responsibilities included developing and maintaining private client and business banking relationships as well as assisting all offices and bankers in my district on the growth and development of their client portfolio's. During my tenure at First Republic Bank, I was also selected to participate in maintaining the firms culture in which I was extremely active. -
Senior Private BankerNorth Fork Bank Jan 2004 - Jun 2007UsPrivate Banking -
Senior Loan OfficerDiscount Funding Associates / Concord Mortgage Corp. May 2001 - Jan 2004New loan origination / team lead.
Thomas J. Haug Skills
Frequently Asked Questions about Thomas J. Haug
What company does Thomas J. Haug work for?
Thomas J. Haug works for Various Global Conferences - 100+ Engagements To Date (See About Section For Det
What is Thomas J. Haug's role at the current company?
Thomas J. Haug's current role is Motivational Speaker, Public Speaker and Financial Subject Matter Expert.
What is Thomas J. Haug's email address?
Thomas J. Haug's email address is th****@****cap.com
What are some of Thomas J. Haug's interests?
Thomas J. Haug has interest in Networking, Boating, Children, Politics, Contemporary Art, Animal Welfare, Fitness, Science And Technology, Music, Disaster And Humanitarian Relief.
What skills is Thomas J. Haug known for?
Thomas J. Haug has skills like Hedge Funds, Banking, Credit, Private Equity, Wealth Management, Not For Profit, Fine Art, Business Networking, Portfolio Management, Investments, Loans, Private Banking.
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