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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Francis Lahaise is a financial advisor at Wellesley Asset Management, Inc. Lahaise has been a registered representative since 1995 and an investment advisor representative since 1999. Lahaise has experience with both individuals and institutions, including high-net-worth individuals, pension and profit-sharing plans, corporations, investment companies, and charitable organizations. Lahaise has a wide range of investment experience, having previously worked at Foreside Fund Services, LLC and Newbury Street Capital Limited Partnership. Lahaise is a dedicated professional with a proven track record of success in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NH
02/10/2020 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
MA
08/18/2020 - 12/31/2021
FORESIDE FUND SERVICES, LLC (Wellesley MA)
MA
05/07/2003 - 07/18/2011
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
MA
09/24/1997 - 07/11/2001
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
MA
04/05/1995 - 06/25/1997
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 11/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/21/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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