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Thomas Hale
Director Of Strategic Planning at Confluence Investment Management
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Work Experience
Director Of Strategic Planning
Apr 2017 - Present · 7 years and 8 months
Fairway Private Equity & Venture Capital Opportunities Fund
Independent Director, Board Chair
Dec 2021 - Present · 3 years
Caherciveen Partners LLC
Director And Principal
Dec 2010 - Jun 2015 · 4 years and 6 months
Company Details
Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
20 Allen Ave Suite 300 St. Louis, MO, US
Keywords
Portfolio ManagementAsset ManagementValue InvestingRisk Mitigatioportfolio management servicesindependent verificationservice and communicationprivate debtcap stockssheet specialty
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