Hannah Kanstroom
CAP®
Director
Hannah is a Director of Family Advisory within the Wealth Planning Group at Pathstone, delivering services nationally to clients focused on the non-technical aspects of wealth planning including family dynamics, wealth and values transfer, rising generation engagement and development, legacy planning, and family philanthropy. Additionally, in her role Hannah develops strategic resources and engages in thought leadership for individuals and families across the country.
Prior to joining Pathstone, Hannah was Senior Vice President, Philanthropic Strategist for the National Consulting and Advisory Practice at Bank of America Private Bank, based in Boston, MA where she delivered customized consulting and advisory services to nonprofit clients’ boards of directors, investment committees and senior leaders, in addition to working closely with individuals and families to navigate the complexities of their wealth journey.
Hannah has also held roles with Morgan Stanley on their Community Affairs team and on the Business Development team of a social media advertising start-up called appssavvy, as a Senior Strategic Partner Manager, managing relationships and driving business growth.
Hannah holds a B.A. in Psychology from Boston College and a Masters in Social Work with a focus on Corporate Social Responsibility and Nonprofit Management from Columbia University. Hannah holds the Chartered Advisor in Philanthropy® (CAP®) designation awarded from the American College in 2020. Hannah serves on the Board of Directors for the Boston Center for the Arts, serves on the Steering Committee for Philanthropy MA’s Program Staff Learning Network and most recently joined the American College of Financial Services Next Gen Advisory Task Force after receiving the Next Gen Award in 2023 as 1 out of 5 in the country.
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate.
Methodology:
The NextGen Financial Services Professional Award honors young professionals under the age of 40 who made a significant impact in the financial services industry and have shown outstanding performance and leadership in their careers, with a desire to give back to the community. Professionals must be nominated for this award. The pool of nominees is then reviewed by the internal NextGen task force and brought to a vote to determine recipients.
The Chartered Advisor in Philanthropy (CAP®) designation is granted by The American College of Financial Services and focuses on charitable giving strategies, financial planning, and philanthropic planning. It requires the completion of three graduate-level courses, three years of relevant experience, and ongoing continuing education. CAP designees adhere to a code of ethics and provide advice on philanthropic strategies but do not offer legal or tax advice unless separately qualified. Potential conflicts of interest should be discussed with the advisor to ensure recommendations are in the client’s best interest. The CAP designation does not guarantee financial performance or results.
Group
Certification
Office
Hannah is a Director of Family Advisory within the Wealth Planning Group at Pathstone, delivering services nationally to clients focused on the non-technical aspects of wealth planning including family dynamics, wealth and values transfer, rising generation engagement and development, legacy planning, and family philanthropy. Additionally, in her role Hannah develops strategic resources and engages in thought leadership for individuals and families across the country.
Prior to joining Pathstone, Hannah was Senior Vice President, Philanthropic Strategist for the National Consulting and Advisory Practice at Bank of America Private Bank, based in Boston, MA where she delivered customized consulting and advisory services to nonprofit clients’ boards of directors, investment committees and senior leaders, in addition to working closely with individuals and families to navigate the complexities of their wealth journey.
Hannah has also held roles with Morgan Stanley on their Community Affairs team and on the Business Development team of a social media advertising start-up called appssavvy, as a Senior Strategic Partner Manager, managing relationships and driving business growth.
Hannah holds a B.A. in Psychology from Boston College and a Masters in Social Work with a focus on Corporate Social Responsibility and Nonprofit Management from Columbia University. Hannah holds the Chartered Advisor in Philanthropy® (CAP®) designation awarded from the American College in 2020. Hannah serves on the Board of Directors for the Boston Center for the Arts, serves on the Steering Committee for Philanthropy MA’s Program Staff Learning Network and most recently joined the American College of Financial Services Next Gen Advisory Task Force after receiving the Next Gen Award in 2023 as 1 out of 5 in the country.
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate.
Methodology:
The NextGen Financial Services Professional Award honors young professionals under the age of 40 who made a significant impact in the financial services industry and have shown outstanding performance and leadership in their careers, with a desire to give back to the community. Professionals must be nominated for this award. The pool of nominees is then reviewed by the internal NextGen task force and brought to a vote to determine recipients.
The Chartered Advisor in Philanthropy (CAP®) designation is granted by The American College of Financial Services and focuses on charitable giving strategies, financial planning, and philanthropic planning. It requires the completion of three graduate-level courses, three years of relevant experience, and ongoing continuing education. CAP designees adhere to a code of ethics and provide advice on philanthropic strategies but do not offer legal or tax advice unless separately qualified. Potential conflicts of interest should be discussed with the advisor to ensure recommendations are in the client’s best interest. The CAP designation does not guarantee financial performance or results.
