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Barry Regan Haas
Corporate Officer/Principal at
Raymond James Financial Services, Inc.
Profile
Mr. Barry R.
Haas is Founder & Managing General Partner at Haas Investment Management LLC, Financial Advisor at Raymond James Financial Services, Inc., and Adjunct Professor at Hofstra University.
Prior to founding Haas Investment Management in 2006, Mr. Haas was employed as an Analyst by Standard & Poor's Investment Advisory Services LLC, Corporate Loan Officer by BankAmerica Corp., and Vice President by Swiss American Securities, Inc.
Mr. Haas received his Bachelor of Arts in Economics from the University of Rochester .
He is a Chartered Financial Analyst
Barry Regan Haas active positions
| Companies | Position | Start |
|---|---|---|
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2010-08-02 |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 2010-08-02 |
Former positions of Barry Regan Haas
| Companies | Position | End |
|---|---|---|
BankAmerica Corp.
 BankAmerica Corp. Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Swiss American Securities, Inc.
 Swiss American Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | - |
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Haas Investment Management LLC
 Haas Investment Management LLC Investment ManagersFinance Haas Investment Management employs a value investment approach that invests primarily in fundamentally undervalued equity securities they believe appreciate, on average and over time. The firm's strategy focuses on the compounding of investment returns and the avoidance of costly mistakes. Haas Investment Management's investment approach emphasizes holding high-quality common stocks over the long-term. The firm seeks to invest in well-established companies with understandable businesses. They look for companies with (1) proven, successful management teams (2) strong finances as demonstrated by past levels of profitability and cash generating ability (3) liquid balance sheets with excess cash balances (4) low or easily serviceable levels of debt an (5) reasonable prices in relation to the firm's estimate of the companies underlying worth which they base on traditional valuation methods. Haas Investment Management builds concentrated portfolios which typically hold no more than 20 separate issues. The firm seeks to minimize potential tax liabilities from realized capital gains through buy-and-hold investment strategy. Although there are no restrictions or limits on portfolio turnover, the firm may recommend the sale of portfolio holdings when they believed clients will benefit. Haas Investment Management strives to maintain low portfolio turnover and to minimize transaction costs. | Founder | - |
Training of Barry Regan Haas
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
BankAmerica Corp.
BankAmerica Corp. Major BanksFinance National commercial bank | Finance |
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Swiss American Securities, Inc.
Swiss American Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Haas Investment Management LLC
Haas Investment Management LLC Investment ManagersFinance Haas Investment Management employs a value investment approach that invests primarily in fundamentally undervalued equity securities they believe appreciate, on average and over time. The firm's strategy focuses on the compounding of investment returns and the avoidance of costly mistakes. Haas Investment Management's investment approach emphasizes holding high-quality common stocks over the long-term. The firm seeks to invest in well-established companies with understandable businesses. They look for companies with (1) proven, successful management teams (2) strong finances as demonstrated by past levels of profitability and cash generating ability (3) liquid balance sheets with excess cash balances (4) low or easily serviceable levels of debt an (5) reasonable prices in relation to the firm's estimate of the companies underlying worth which they base on traditional valuation methods. Haas Investment Management builds concentrated portfolios which typically hold no more than 20 separate issues. The firm seeks to minimize potential tax liabilities from realized capital gains through buy-and-hold investment strategy. Although there are no restrictions or limits on portfolio turnover, the firm may recommend the sale of portfolio holdings when they believed clients will benefit. Haas Investment Management strives to maintain low portfolio turnover and to minimize transaction costs. | Finance |
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