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Thomas John Hakala Edit Profile

accountant , financial planner , private banker

Thomas John Hakala, American private banker, financial planner, accountant. Bar: New Jersey 1975, New York 1976; Certified Public Accountant. Member Estate Planning Council New York City, board directors, 2004-2007. Member American Institute of Certified Public Accountants, Ocean Beach and Yacht Club, Normandy Beach Club, University Club, Finnish-American Lawyers Association, Phi Delta Phi.

Background

Hakala, Thomas John was born on July 6, 1948 in Bayonne, New Jersey, United States. Son of John R. and Anna J. (Vida) Hakala.

Education

Bachelor of Arts in History, Georgetown University, 1970. Juris Doctor, St. John's University, 1975. Postgraduate, New York University, 1980.

Career

Tax supervisor Weeden & Company, New York City, 1970-1973. Manager Coopers & Lybrand, 1975-1987. Senior manager Klynveld Peat Marwick Goerdeler Peat Marwick, 1987-1989, partner, 1989-1999.

Executive director finance planning and wealth management Union Bank of Switzerland Warburg, 1999-2001. Director Union Bank of Switzerland Trust Company, 1999-2001. Managing director finance planning and wealth management Wilmington Trust, since 2001.

Board advisers Journal Taxation of Estates and Trusts, New York City, 1990-1992.

Achievements

  • Bar: New Jersey 1975, New York 1976. Certified Public Accountant.

Works

  • Other Work

    • Contributor articles to professional journals.

Membership

Member Estate Planning Council New York City, board directors, 2004-2007. Member American Institute of Certified Public Accountants, Ocean Beach and Yacht Club, Normandy Beach Club, University Club, Finnish-American Lawyers Association, Phi Delta Phi.

Interests

  • Other Interests

    Reading, history, photography, walking on beaches, swimming.

Connections

Married Marilynn Freund, August 15, 1976. Children: Lauren V., John C.

father:
John R. Hakala

mother:
Anna J. (Vida) Hakala

spouse:
Marilynn Freund

child:
Lauren V. Hakala

child:
John C. Hakala