Our Advisors

Thomas J. Hakala

Managing Director/Senior Advisor


Mr. Hakala is an attorney, CPA, and Personal Financial Specialist, focusing in the design and implementation of sophisticated financial strategies for high-net-worth clientele.

His more-than-40-year career includes roles with PricewaterhouseCoopers, KPMG, UBS and, most recently, Wilmington Trust. His work has been published in Estate Planning and Private Banking Journal, and he has earned repeated recognition by Worth Magazine as of one of the Top 100 Wealth Advisors in the United States.

Office 212.365.7621
Fax 646.532.6521