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Thomas Hagstrom, Cfa is listed as Financial Planning | Asset and Wealth Management | Trust Advice at Appleton Partners, Inc., a company with 52 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Thomas Hagstrom, Cfa.
Thomas Hagstrom, Cfa previously worked as Vice President, Director of Business Development at Appleton Partners, Inc. and Managing Director, Head of Portfolio Strategist Group at Charles Schwab. Thomas Hagstrom, Cfa holds Master Of Business Administration - Mba, Finance from The University Of Chicago Booth School Of Business.
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I have a passion for leading teams to achieve great things! Some things are consistent across organizations. I believe in leading by example, creating an atmosphere that supports open communication, a high degree of integrity and continuous learning and skill building.My current team supports the sales efforts here as subject matter experts for our mutual funds, ETFs and Managed Multi-Asset portfolios. We conduct meetings, speak at seminars and write papers to help Advisors and Consultants understand the ongoing benefits of investing on behalf of their clients. While this may seem intuitive, I often see many financial products offered based on their historic performance. This often leads to disappointment. We strive to be different.My experience in the Military, on Wall Street, and now in Asset Management places me in a fairly unique position to be valuable in contributing to success in the very competitive and dynamic environment we face today.
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Boston, Massachusetts, United States
Director of Business Development for the Private Client Services group at Appleton Partners. We specialize in Wealth Management, Estate Planning, Trust and Tax advice for individuals, families and endowments.
Greater Boston
Supported sales efforts and assets under management (AUM) through subject matter expertise (SME), presentations, and meetings engaging individual investors. Partnered with product management teams on strategy development, field collateral, and new product development and rollouts.
Greater Boston
Managed client portfolios and served as product specialist in an innovative organization using quantitative ETF overlay management. Guided team of regional managers and internal wholesalers. Recognized as company spokesperson and strong communicator. Teamwork delivered multiple billions of AUM on separate account and mutual fund platforms.
Greater Boston
Directed client management strategies. Guided teams. Contributed to operational efficiency and resilience. Provided scalable, cutting-edge solutions. Oversaw Fixed Income Trading Desk. Improved infrastructure supporting asset growth. Performed Chief Operating Officer duties.
Greater Boston
Founding member of the RBS Credit Business. Oversaw the New England region, originating business for cash and derivative credit markets. Acquired new clients and retained existing clients.
Germany
Scout Platoon Leader in the 1st Armored Division, the easternmost deployed division in US Army Europe. Scout Pilot of the Year, 1986. 4th Brigade Aviator of the Year, Army Aviation Association of America, 1987. Army Commendation Medal with two oak leaf clusters, Overseas Service Ribbon.
Other employees you can reach at appletonpartners.com. View company contacts for 52 employees →
Benjamin Holcombe
Colleague at Appleton Partners, Inc.
Medford, Massachusetts, United States, United States
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Ian Walsh
Colleague at Appleton Partners, Inc.
Greater Boston, United States
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CS
Christopher Sutherland, Cfp®, Cws®
Colleague at Appleton Partners, Inc.
Greater Boston, United States
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RC
Robert Conley, Cfa, Cipm
Colleague at Appleton Partners, Inc.
Boston, Massachusetts, United States, United States
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TL
Tristan Lau
Colleague at Appleton Partners, Inc.
Greater Boston, United States
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MR
Michael Retrum
Colleague at Appleton Partners, Inc.
Boston, Massachusetts, United States, United States
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EH
Elizabeth Hutchinson
Colleague at Appleton Partners, Inc.
Essex County, Massachusetts, United States, United States
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KN
Kerry Needham
Colleague at Appleton Partners, Inc.
Greater Boston, United States
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DM
David Melanson
Colleague at Appleton Partners, Inc.
Boston, Massachusetts, United States, United States
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MB
Margaret Brennan
Colleague at Appleton Partners, Inc.
Boston, Massachusetts, United States, United States
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Activities and Societies: Chair, Banking and Finance ClubDean's List
Quick answers generated from the profile data available on this page.
Thomas Hagstrom, Cfa works for Appleton Partners, Inc..
Thomas Hagstrom, Cfa is listed as Financial Planning | Asset and Wealth Management | Trust Advice at Appleton Partners, Inc..
Thomas Hagstrom, Cfa is based in Greater Boston, United States, United States while working with Appleton Partners, Inc..
Thomas Hagstrom, Cfa has worked for Appleton Partners, Inc., Charles Schwab, F-Squared Investments, State Street, and Rbs Greenwich Capital.
Thomas Hagstrom, Cfa's colleagues at Appleton Partners, Inc. include Benjamin Holcombe, Ian Walsh, Christopher Sutherland, Cfp®, Cws®, Robert Conley, Cfa, Cipm, and Tristan Lau.
You can use AeroLeads to view verified contact signals for Thomas Hagstrom, Cfa at Appleton Partners, Inc., including work email, phone, and LinkedIn data when available.
Thomas Hagstrom, Cfa holds Master Of Business Administration - Mba, Finance from The University Of Chicago Booth School Of Business.
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