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Career history of Tom LaHaise
Former positions of Tom LaHaise
Companies | Position | Start | End |
---|---|---|---|
Wellesley Investment Partners LLC
![]() Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Investment Committee Member | 01/02/2016 | 17/01/2020 |
Portfolio Manager-Equities | 01/02/2016 | 17/01/2020 | |
Renaissance Investment Group LLC
![]() Renaissance Investment Group LLC Investment ManagersFinance Renaissance Investment Group LLC (RIG) is a registered investment advisor headquartered in Lenox, Massachusetts. The firm was founded by Hudson Smith and Reginald Vincent in 2000 and is a wholly-owned subsidiary of SA Concepts LLC. RIG provides highly personalized investment and financial counseling services to individuals, families, fiduciaries, and organizations. | Portfolio Manager-Equities | 01/06/2012 | 01/08/2013 |
Bainco International Investors LLC
![]() Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Analyst-Equity | 01/01/2004 | 11/10/2010 |
Analyst-Fixed Income | 01/01/2004 | 27/04/2009 | |
Chief Investment Officer | 27/04/2009 | - | |
Director of Research - Equity | 01/01/2004 | 27/04/2009 | |
Portfolio Manager-Equities | 11/10/2010 | - | |
Radius Wealth Management LLC
![]() Radius Wealth Management LLC Investment ManagersFinance Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations. | Chief Investment Officer | 01/09/2013 | - |
Compliance Officer | 01/09/2013 | - | |
Founder | 01/09/2013 | - |
Training of Tom LaHaise
Wake Forest University | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Bainco International Investors LLC
![]() Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Radius Wealth Management LLC
![]() Radius Wealth Management LLC Investment ManagersFinance Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations. | Finance |
Renaissance Investment Group LLC
![]() Renaissance Investment Group LLC Investment ManagersFinance Renaissance Investment Group LLC (RIG) is a registered investment advisor headquartered in Lenox, Massachusetts. The firm was founded by Hudson Smith and Reginald Vincent in 2000 and is a wholly-owned subsidiary of SA Concepts LLC. RIG provides highly personalized investment and financial counseling services to individuals, families, fiduciaries, and organizations. | Finance |
Wellesley Investment Partners LLC
![]() Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Finance |
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