Thomas J. Haug

CEO, Managing Member

New York City Metropolitan Area · 1 connection

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About

Past and future speaking engagements: SALT Global Thought Leadership Forum, September 13th-15th 2021, Javits Center, NYC Private Funds and Venture Conference, September 26th-29th, Austin, TX Family Office & Private Wealth Forum, October 20th-22nd 2021, Napa Valley, CA Alternative Investing Summit, December 8th-10th 2021, Dana Point, CA LinkBridge Global Investors Annual Meeting, December 13th-14th 2021, Harmonie Club, NYC Family Office Winter Forum, March 8th 2022, Marriott Marquis, NYC US Leadership & Innovation Summit, March 23rd-24th 2022, University Club, NYC ESG & Impact Investing Forum, March 27th-29th 2022, Palm Beach, FL Markets Group Institutional RE Forum, April 28th 2022, Water Club, NYC LinkBridge Global Investors Annual Meeting, June 9th 2022, NYC Markets Group Private Wealth East, June 22nd 2022, The Current, Pier 59, NYC Family Office Private Wealth Forum, July 17th-21st 2022, Gurney’s Newport, RI Emerging Managers Summit, September 12th-13th 2022, Austin, TX Private Markets Investment Forum, September 21st-23rd 2022, Isle of the Palms, SC Family Office and Private Wealth Management Forum, October 19th-21st 2022, Napa Valley, CA Family Office Winter Forum, March 9th

Experience

CEO, Managing MemberAspen Tree Advisory (Aspen Tree, LLC.)
May 2016

Advisory Board MemberFORCE Family Office
Jan 2020

Motivational Speaker, Public Speaker and Financial Subject Matter ExpertVarious Global Conferences - 100+ engagements to date (See About section for details)
Jan 2015

Creator, Contributing HostVenture Talk Weekly
Apr 2020

President MemberA.W. Jones
Mar 2017 to Sep 2018

Managing Director Senior AdvisorFieldpoint Private
Jun 2014 to May 2016

Managing DirectorFirst Republic
Jun 2007 to Jun 2014

Senior Private BankerNorth Fork Bank
Jan 2004 to Jun 2007

Senior Loan OfficerDiscount Funding Associates / Concord Mortgage Corp.
May 2001 to Jan 2004