Hugo Tomasio in

Hugo Tomasio

Inspirer · DISC type id
Principal at Southport Compass
📍 New York City Metropolitan Area, United States

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. "

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Experience
24 Years
Current Role
Principal
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Hugo shows up

Fast Adopter
Charming & Persuasive
Decisive

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.

Priorities

Topics Hugo cares about

Advanced Estate Planning
He regularly attends industry events like the Heckerling Institute to learn clearer strategies and sharper planning techniques to better serve his clients.
Wealth Transfer
His career is centered on advising high-net-worth families and businesses on wealth transfer and risk management solutions involving life insurance.
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Career

Work history

6-2016
Principal
Southport Compass
1-2015 - 5-2016
Vice President, Specialty Markets
AXA US
3-2010 - 12-2014
Assistant Vice President, Advanced Sales
AXA US
1-2007 - 2-2010
Advanced Markets Attorney
AXA US
5-2005 - 12-2005
Law Clerk
Fortis Capital Corp.
In the press

Media appearances

Hugo Tomasio, JD - Southport Compass. Featured in Southport Compass
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Education
2003 - 2006
JD
University of Connecticut School of Law
1996 - 2000
BS
Villanova University
1996 - 2000
Bachelor of Science - BS
Villanova University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

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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