Laurence Hale, AAMS®, CRPS®
Principal/Managing Partner, Investment Advisor, & Chief Investment Officer
Laurence is a principal and founding partner of Weiss, Hale & Zahansky Strategic Wealth Advisors. He is the Chief Investment Officer (CIO), leading portfolio management efforts and chairing the firm’s Investment Committee. In addition to developing goal-driven financial plans for clients, Laurence has extensive investment experience with estate planning and charitable strategies. Laurence is a Five Star Wealth Manager1 and has a particular focus on helping pre- and post-retirees and estate planning clients.
He is proud to have been recognized as a President’s Club advisor — a distinction based on annual production that placed him among the top advisors affiliated with Commonwealth Financial Network. He is also a recipient of the Five Star Wealth Manager Award for the last nine consecutive years, a recognition granted to less than 10 percent of Connecticut wealth managers this year. (2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com.)
Laurence brings many years of institutional investment experience, having started his career in the institutional defined contribution business for Putnam Investments. In addition to more than 27 years of investment management for our clients, Laurence has volunteered his professional talents on behalf of many non-profit and public institutions. He formerly served as an appointed member of Connecticut's Investment Advisory Council (IAC), an advisory body to the Connecticut State Treasurer, overseeing the approximately $29 billion in the State of Connecticut's retirement plans and trust funds, on behalf of more than 200,000 beneficiaries.
When not advising clients, Laurence is active with several non-profit and charitable organizations. Laurence currently serves as chairman of the YMCA of Greater Hartford’s Investment Committee, as member of the Hale YMCA Youth & Family Center’s Board of Advisors and is also a member of the Rectory School Board of Trustees. He is a former member of the Pomfret School Board of Trustees, Day Kimball Healthcare’s Finance Committee, past President of the Quinebaug Valley Community College (QVCC) Foundation, and over the years has supported many other organizations.
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