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 30-year career includes roles with KPMG, UBS, PricewaterhouseCoopers, 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.

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Contact Details


Office 212.365.7621

Fax 646.532.6521

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