Senior Vice President, Head of Global Portfolio Solutions
Mr. Hanna is a Senior Vice President and the Head of Global Portfolio Solutions in Segal Marco Advisors’ Chicago office. He is responsible for formulating and directing investment strategy for clients to ensure consistent application of the firm’s investment philosophies. Mr. Hanna serves the portfolio management function for Segal Marco’s discretionary consulting (aka “Outsourced CIO”) program where he oversees approximately $10 billion in institutional assets. He is responsible for strategic and tactical plan design including portfolio construction and works alongside members of research to develop customized investment programs for a wide range of clients and plan types. These efforts include the oversight and design of the retail model portfolios for financial intermediaries and target date retirement funds. Mr. Hanna also serves as lead consultant for some of the firm’s largest clients. Mr. Hanna chairs the Portfolio Management Committee and is a voting member of both the Investment Committee and Alpha Manager Review Committee.
Previously, Mr. Hanna held multiple positions at Marco Consulting Group including Director of Investment Strategy where he led the firm’s discretionary platform and worked with advisory clients on investment program design. Prior to MCG, Mr. Hanna worked in the Global Derivatives group at Bank of America.
Mr. Hanna received his BSBA from the Ohio State University, Fisher College of Business. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. He also holds the Chartered Alternative Investment Analyst designation.