Thomas Hagerstrom
Managing Director, Principal at Robertson Stephens
Based in Madison, United States
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Seniority
Director
Department
General Business & Management
Location
Madison
Industry
Financial Services
Company size
115
Contact information
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t•••••••@rscapital.com
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Background
About Thomas Hagerstrom
I am a Managing Director and Principal and Robertson Stephens. With over 30 years of experience in the financial services industry, I assist high-net-worth and ultra-high-net-worth clients accumulate, manage, and apply their financial and human capital resources to achieve their spending, legacy and charitable goals. I believe each client’s goals, objectives, resources, and constraints are unique – as a result, so are their financial plans, insurance, estate planning needs and investment portfolios. Prior to Robertson Stephens, I founded Haymarket Wealth Management, a Registered Investment Advisor with the sole objective of delivering a comprehensive and compelling wealth management experience to each client of the firm. Previously, I was in investment banking as a Managing Director at JP Morgan in a variety of senior capital markets positions. In addition to my time at JP Morgan, I served as a Managing Director at Guggenheim Partners and a Senior Managing Director at Bear Stearns.
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