About Our Firm

LHA is an outgrowth of a family office which focused exclusively on investments in alternatives including private equity, hedge funds and CTAs dating back to 2004. The team at LHA prides itself on its long experience in manager and strategy selection, which has been coupled today with it’s inhouse sales team across multiple channels.

Who We Are

LHA currently has 14 employees, including four Chartered Financial Analyst (CFA), a well-known Chartered Market Technician (CMT), and a sales team of five individuals.  As a registered investment advisor (RIA) the firm sustains institutional-grade capabilities including for investment analysis, manager due diligence, product development, risk management, back office, legal, compliance, trading, and marketing.   These functions combine to offer institutional-grade services for long-term successful client relationships.

The Team

LHA professionals have an average of 26 years business and investment experience, including in the related fields of portfolio management, venture capital, private equity, hedge funds, investment banking, securities law, mergers & acquisitions, and business formation & operations. This combination of experience is brought to bear in developing alternative investment strategies.

Matt Thompson

John Hassett

Chief Executive Officer

Matt Thompson

Jeff Landle, CFA

Chief Investment Officer & Managing Principal

Matt Thompson

Moses Grader

Chief Risk and Product Development Officer & Managing Principal
Matt Thompson

Randy Carrigan, Esq.

Chief Legal Officer and Chief Compliance Officer & Managing Principal

Matt Thompson

Richard Tomney

President – Wealth Advisor Solutions & Managing Principal
Matt Thompson

Stephanie Kinne

Director – Client Services and Media Contact

Matt Thompson

Ethan Golan

Director of Business Developmen

Matt Thompson

Frank Sapareto III

Fund Accountant

Matt Thompson

Gene Jones

Senior Associate

Matt Thompson

Liam Coughlin

Associate
Matt Thompson

David Lundgren, CFA, CMT

Chief Market Strategist & Portfolio Manager

Matt Thompson

D. Matthew Thompson, CFA

Portfolio Manager, Market State Shares
Matt Thompson

Michael A. Thompson, CFA

Portfolio Manager, Market State Shares
Matt Thompson

Kevin Grimes, CFA

Grimes & Co., Portfolio Manager, Risk Managed Income
Matt Thompson

Joe Benoit, CFA

Grimes & Co., Portfolio Manager, Risk Managed Income
Matt Thompson

Chris Deeley, CFA

Grimes & Co., Portfolio Advisor, Risk Managed Income

We believe true diversification and risk management is not achievable from within a style-box but from strategies outside of a style-box.

CFA®is a registered trademark of the Chartered Financial Analyst Society. CMT®is a registered trademark of the Chartered Market Technician Association.