Matthew Hanson Location
Laguna Niguel, CA, US
Matthew Hanson Work
- 2024 - now Managing Director, Wealth Consulting @ Mariner Wealth Advisors
- 2022 - 2024 Sales Director, Enterprise @ Altruist
- 2021 - 2022 Senior Wealth Consultant @ Mariner Wealth Advisors
- 2020 - 2021 Head of Advisory Solutions (Aquired by Mariner Wealth Advisors) @ AdvicePeriod
- 2017 - 2020 Senior Wealth Advisor @ Kayne Anderson Rudnick
- 2007 - 2017 Managing Director @ Manulife John Hancock Investments
Matthew Hanson Education
- University of Vermont
BS (Business Administration)
- Deerfield Academy
High School
Matthew Hanson Skills
- Mutual Funds
- Separately Managed Accounts
- Business Development
- Territory Management
- Series 63
- Series 6
- Asset Allocation
- Series 65
- Investments
- Alternative Investments
Matthew Hanson Summary
Matthew Hanson, based in Laguna Niguel, CA, US, is currently a Managing Director, Wealth Consulting at Mariner Wealth Advisors. Matthew Hanson brings experience from previous roles at Altruist, Mariner Wealth Advisors, AdvicePeriod and Kayne Anderson Rudnick. Matthew Hanson holds a BS in Business Administration @ University of Vermont. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Business Development, Territory Management, Series 63 and more. Matthew Hanson has 1 emails and 2 mobile phone numbers on RocketReach.
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