Thomas Hale
Director of Strategic Planning at Confluence Investment Management; Independent Director of Fairway Private Equity & Venture Capital Opportunities Fund
- Role
- Director of Strategic Planning at Confluence Investment Management
- Location
- Beaufort, SC, US
- LinkedIn followers
- 500 followers
About Thomas Hale
Thomas Hale has over 35 years of experience in the investment management industry and has…
Experience
Director of Strategic Planning
Confluence Investment Management
Apr 2017 — Present
Thomas Hale has over 35 years of experience in the investment management industry and has worked with many of the industry\'s most sophisticated asset management and investment banking firms. He presently is the Director of Strategic Planning at Confluence Investment Management LLC, a registered investment adviser that offers its clients portfolio management services focused on an array of equity, asset allocation, balanced, alternative and sector strategies, primarily through discretionary separately managed accounts and through portfolio models. Confluence had approximately $12.8 billion of assets under management as of December 31, 2021. Working with others on the senior management team at Confluence, he focuses on acquisitions and strategic ventures, development of new products and new channels of distribution and other operational and strategic matters.
Education
Northwestern University
Bachelor's Degree
1975 — 1979
Duke University School of Law
Juris Doctor (J.D.)
1979 — 1982
Skills
- Structured Finance
- Investment Management
- Investment Strategies
- Private Equity
- Portfolio Management
- Mergers
- Financial Structuring
- Asset Management
- Due Diligence
- Asset Managment
- Mergers & Acquisitions
- Strategy
- Mutual Funds
- Finance
- Investments
- Financial Services
- Morningstar
- Financial Markets
- Trading
- Investment Banking
- Venture Capital
- Public Speaking
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