Hugo Tomasio is the Principal at Southport Compass, advising families and businesses on wealth transfer and risk management. He is a licensed attorney in New York and Connecticut with a JD from the University of Connecticut School of Law, previously serving as a Vice President at AXA US.
Outside of his direct client work, Hugo is committed to continuous learning and industry collaboration, attending events like the Heckerling Institute on Estate Planning. His fluency in Spanish suggests a capacity for international business and an appreciation for diverse cultures, and he keeps up with financial news.
He is a published author in industry journals like "Trusts and Estates" and "National Underwriter. "
Read the full overview →They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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