Barry Regan Haas

Corporate Officer/Principal at

Raymond James Financial Services, Inc.

Finance

Consumer Services

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	03/08/2010
Hofstra University Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	03/08/2010

All active positions of Barry Regan Haas

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	-

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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