Hannah is an Associate Director based in Pathstone’s Philadelphia Metro Office. She is a tenured member of a client advisory team focused on providing holistic advice to multi-generational ultra-high net worth families and not-for-profit organizations. Hannah is involved in developing customized solutions for clients’ investment, tax, estate, and charitable planning needs. Hannah joins Pathstone from Veritable, LP, where she was an Assistant Portfolio Manager.
Prior to Veritable, LP, Hannah began her career at Vanguard, where she spent time in both their Retail Investor Group and Fund Financial Services departments. Hannah graduated from the Schreyer Honors College at the Pennsylvania State University with a Bachelor of Arts degree in Economics and minors in Art History and Biology. Hannah is a CFA charterholder and member of the CFA Society Philadelphia.
Outside of work, Hannah enjoys spending time with her young son, extended family, and friends.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
