The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.
Robert L. Burch, IV
Chief Investment Officer, A.W. Jones Private Advisors
Portfolio Manager and Managing Member, A.W. Jones Advisors, LLC
Robert L. Burch, IV, grandson of Alfred Winslow Jones, is the third generation of the family to manage A.W. Jones, the firm founded by his grandfather. Mr. Burch has been the Portfolio Manager of A.W. Jones Company and a Managing Member of its General Partner since 2003; in this role, he has final decision making authority over the firm’s asset allocation and portfolios of hedge funds. Mr. Burch also serves as a member of the executive and investment committee.
Mr. Burch’s work experience prior to A.W. Jones, included management consulting at Booz, Allen & Hamilton, product management at a startup telecommunications company, and internships at Lehman Brothers, Morgan Stanley and J.P. Morgan. Mr. Burch is the Treasurer of the Burch Family Foundation; he is a Trustee of the Citizens Budget Commission, where he chairs the Investment Committee; and he served for seven years on the Board of Habitat for Humanity–New York City.
He received a B.A. in economics summa cum laude from Princeton University (Phi Beta Kappa), and M.Sc. with Distinction from the University of Oxford, and an M.B.A. from Harvard Business School. He resides with his wife, Melissa, and their two children in New York City.
Thomas J. Haug
President, A.W. Jones Private Advisors
Thomas J. Haug is the President of A.W. Jones Private Advisors. In his role, he focuses on the company’s growth, expansion and day to day management, while being active in serving the clients of the firm. Thomas also serves as a member of the executive and investment committee.
Most recently, Mr. Haug was the founding member of Aspen Tree Advisory. Previously Mr. Haug spent two years at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director, where he provided advisory services to family offices and ultra-high-net-worth individuals on wealth management, banking, trust and lending. His clients include ultra-high net worth individuals, family offices, endowments, foundations, hedge fund, private equity, venture capital firms.
Prior to joining First Republic, Mr. Haug served as a private banker at North Fork Bank, N.A. His early career included positions with Discount Funding and Concord Mortgage Corporation.
A New York native growing up on Long Island, Mr. Haug lives in Merrick with his wife Allison, young daughter Serafina and Shih-Tzu Parker. He currently sits on the Steering Committee of the Alzheimer’s Drug Discovery Foundation, a supporter of Hedge Funds Care/Save the Children and served as a rescue worker in Ground Zero, following the September 11th attacks on the World Trade Towers.
Avi J. Rosenblatt, CPA
Chief Financial Officer / Chief Compliance Officer, A.W. Jones Private Advisors
Avi J. Rosenblatt is the Chief Financial Officer and Chief Compliance Officer of A.W. Jones Private Advisors. In his role, he is responsible for managing the financial and compliance functions of the firm.
Most recently, Mr. Rosenblatt spent five years managing a third-party fund administration practice at Grassi Fund Administration Services, Inc, a subsidiary of Grassi & Co. where he was involved with reviewing monthly NAV’s and tax issues of the clients, as well as the day-to-day operations of the administration practice.
Prior to joining Grassi, Mr. Rosenblatt spent seven years at Kaufman Rossin & Co. and four years at Goldstein Golub Kessler LLP (currently known as RSM US LLP) as an auditor in their financial services group focusing on numerous hedge fund structures and strategies.
Mr. Rosenblatt is a Certified Public Accountant in the State of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Mr. Rosenblatt resides with his wife, Daphne and 2 children Michael and Alexis in N.J.