THOMAS HAUG
Global Ambassador - The Child Liberation Foundation
Thomas J. Haug is the CEO and Managing Partner of Aspen Tree Advisory, a highly specialized family office, hedge fund and private equity consulting, and advisory firm.
Mr. Haug is a trusted advisor who actively serves his clients on all facets of asset allocation, co-investments, structuring and diligence of current and contemplated holdings, increasing and preserving their families’ wealth while helping their companies grow and expand.A serial entrepreneur at heart, Mr. Haug also serves as the President and Member of Sag Harbor Management, a limited capacity private fund investing in factor-based advances against future merchant service based receivables; a Partner of IDI Group, a venture capital corporative, co-investing in private companies; a joint venture Partner of Pacta Relations, a high-end business relations firm focused on the domestic and international growth of both public and private companies; Advisory Board Member of Americas Executions “AmerX,” one of the largest NYSE-based floor trading firms by volume; and lastly, serves on the board of Pura Industries (Pura Cali) a vertically-integrated cannabis company with operations in Northern California, Oregon and Massachusetts. Given Mr. Haug’s close relationships with the ultra-high net worth community, he has ample experience in Opportunity Zone investments, impact related opportunities, and the cannabis sector.
Most recently, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Prior to that, he spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, where he was Managing Director and provided advisory services to family offices and ultra-high-net-worth individuals on wealth management, banking, trust, and lending. Before joining First Republic, Mr. Haug served as a private banker at North Fork Bank. His early career included positions with Discount Funding and Concord Mortgage Corporation.
Throughout his successful career, Mr. Haug has been responsible for over $285MM of investment advisory assets and $900MM of real estate debt financing and equity investments. His clients include ultra-high net worth individuals, family offices, endowments, foundations, public and private companies as well as hedge fund, private equity, and venture capital firms.
Mr. Haug is also part of various philanthropic organizations. He currently sits on the Hearts and Grants Committee of Help for Children, supports the Alzheimer’s Drug Discovery Foundation, a supporter of the Child Liberation Foundation and served as a rescue worker in Ground Zero, following the September 11th attacks on the World Trade Towers.
A New York native and avid outdoorsman growing up on Long Island, Mr. Haug lives in Merrick with his wife Allison and young daughters Serafina and Sorley when they are not out exploring the high seas.