Location Greater New York Area, United States, North America Regions East Coast Gender Male
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Thomas J. Haug is the CEO and Managing Member of Aspen Tree Advisory. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Mr. Haug operates as a trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated
holdings on behalf of his clients.
Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family offices and ultra-high-net-worth individuals on wealth management, banking, trust and lending. His clients include ultra-high net worth individuals, family offices, endowments, foundations, hedge fund, private equity, venture capital firms. Prior to joining First Republic, Mr. Haug served as a private banker at North Fork Bank, N.A. His early career included positions with Discount Funding and Concord Mortgage Corporation.
Mr. Haug has been responsible for over $265MM of investment advisory assets and $900MM of real estate debt financing and equity investments throughout his career.
A New York native growing up on Long Island, Mr. Haug lives in Merrick with his wife Allison, young daughter Serafina and Shih-Tzu Parker. He currently sits on the Committee of Hearts and Grants Committee of Help For Children, a supporter of the Alzheimer’s Drug Discovery Foundation and served as a rescue worker in Ground Zero, following the September 11th attacks on the World Trade Towers.
