Louis Hanna, J.D.

As Chief Strategy Officer, Louis Hanna is focused on guiding the firm's advisory relationships, cultivating strategic partnerships across the wealth and asset management landscape, and advising financial professionals on the decisions that shape the trajectory of their businesses. He works closely alongside the firm's Managing Partners and executive leadership in evaluating investment managers, assessing partnership opportunities, and delivering counsel to advisors navigating transitions, growth inflection points, and the long-term monetization of their practices. His work reflects a career spent as a conduit for competitive intelligence, strategic relationships, and the practical execution of complex transactions.

Louis brings approximately thirty years of broad-based executive and entrepreneurial experience spanning virtually every facet of the financial services industry, including wealth management, asset management, family offices, alternative and traditional investments, real estate, and philanthropy. Throughout his career, he has worked closely with financial advisors, ensemble groups, teams, enterprise groups, OSJs, broker-dealers, and RIAs to optimize, grow, and monetize their businesses — advising on transitions to new firms and platforms, succession and exit planning, practice acquisitions, mergers and acquisitions, the integration of differentiated traditional and alternative investments, and client acquisition strategy.

An attorney by training, Louis is a first-generation high school, college, and law school graduate. He has been quoted in The Family Office Book: Investing Capital for the Ultra-Affluent, as well as AdvisorHub, ThinkAdvisor, On Wall Street, Registered Rep, Real Estate Alert, and Hedge Fund Alert. His perspective is shaped by decades of firsthand experience on multiple sides of the industry, and by a consistent focus on aligning the interests of advisors, firms, and the clients they serve.

Outside of business, Louis enjoys spending time with his fifteen-year-old son, Cole, including traveling throughout South Jersey and Philadelphia discovering and supporting new restaurants, wines, local farms, non-profits, and social ventures. His engagement with the communities around him reflects the same curiosity and relationship-driven approach that define his professional life.