ÂÜÀòÂÒÂ×

Tom Lahaise

Senior Vice President at Wellesley Asset Management, Inc.

Tom LaHaise, ChSNC, is a seasoned financial professional with extensive experience in investment management and financial planning. Currently serving as Senior Vice President at Wellesley Asset Management, Inc. since January 2020, Tom previously held key roles as Managing Director and Director at Wellesley Investment Partners, LLC from March 2016 to 2020. Tom co-founded Radius Wealth Management LLC, where responsibilities included client relationship management, portfolio management, and compliance. Earlier career positions include Senior Portfolio Manager at Renaissance Investment Group and Chief Investment Officer at Bainco International Investors, managing significant investments in various asset classes. Tom holds an MBA in Entrepreneurship from Babson F.W. Olin Graduate School of Business and a Chartered Special Needs Consultant designation from The American College of Financial Services. Educational background includes a Bachelor of Arts in Economics from Wake Forest University.

Links


Org chart

Sign up to view 0 direct reports

Get started