Michael D. Hans
Chief Investment Officer bei Clarfeld Financial Advisors LLC
Profil
Mr. Michael D.
Hans, CFA, is a Chief Investment Officer & Senior Vice President at Citizens Bank, NA and a CIO & Director of Investment Services at Clarfeld Financial Advisors LLC.
He presides at the intersection of the firm’s advisors, research, operations and portfolio management teams.
His primary responsibilities include directing our overall macro-economic and tactical asset allocation strategy, researching and evaluating managers for inclusion on the investment platform, and drafting internal and external investment communications.
He also meets with clients on complex investment issues, and sits on both the Clarfeld Investment Policy Committee and Advisory Board.
Before joining Clarfeld, he was a portfolio analyst and financial advisor at the investment advisory firm RMR Wealth Builders, where he was responsible for client asset allocation modelling and fund selection.
He received his undergraduate degree from Queens College.
Aktive Positionen von Michael D. Hans
| Unternehmen | Position | Beginn |
|---|---|---|
Clarfeld Financial Advisors LLC
 Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Chief Investment Officer | - |
Citizens Bank, NA (Investment Management)
 Citizens Bank, NA (Investment Management) Investment ManagersFinance Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Michael D. Hans
| Unternehmen | Position | Ende |
|---|---|---|
Financial Network Investment Corp.
 Financial Network Investment Corp. Investment Banks/BrokersFinance Financial Network Investment Corp. provides securities brokerage services. Its products and services include mutual funds, life insurance, stocks, bonds, annuities, asset management accounts, disability insurance, and cash management accounts. The company was founded by John S. Simmers in 1983 and is headquartered in El Segundo, CA. | Corporate Officer/Principal | 05.09.2012 |
RMR Wealth Builders, Inc.
 RMR Wealth Builders, Inc. Investment ManagersFinance RMR Wealth Builders, Inc. (RMR) is an independent registered investment advisor headquartered in Montclair, New Jersey. Founded in 1986, RMR provides advisory services to Individuals, Partnerships, Corporations, Charities, Foundations, Endowments, Retirement Plans, and Trusts. | Corporate Officer/Principal | - |
Ausbildung von Michael D. Hans
| Queens College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Citizens Bank, NA (Investment Management)
Citizens Bank, NA (Investment Management) Investment ManagersFinance Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island. | Finance |
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Financial Network Investment Corp.
Financial Network Investment Corp. Investment Banks/BrokersFinance Financial Network Investment Corp. provides securities brokerage services. Its products and services include mutual funds, life insurance, stocks, bonds, annuities, asset management accounts, disability insurance, and cash management accounts. The company was founded by John S. Simmers in 1983 and is headquartered in El Segundo, CA. | Finance |
RMR Wealth Builders, Inc.
RMR Wealth Builders, Inc. Investment ManagersFinance RMR Wealth Builders, Inc. (RMR) is an independent registered investment advisor headquartered in Montclair, New Jersey. Founded in 1986, RMR provides advisory services to Individuals, Partnerships, Corporations, Charities, Foundations, Endowments, Retirement Plans, and Trusts. | Finance |
